Hotchkis & Wiley Capital Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.1M | Buy |
6,788
+740
| +12% | +$1.58M | 0.04% | 183 |
|
|
2026
Q1 | $13.3M | Sell |
6,048
-704
| -10% | -$1.51M | 0.04% | 142 |
|
|
2025
Q4 | $14M | Sell |
6,752
-354
| -5% | -$692K | 0.04% | 143 |
|
|
2025
Q3 | $11.9M | Buy |
7,106
+237
| +3% | +$423K | 0.04% | 214 |
|
|
2025
Q2 | $12.3M | Sell |
6,869
-24
| -0.3% | -$42.7K | 0.04% | 194 |
|
|
2025
Q1 | $13.3M | Sell |
6,893
-473
| -6% | -$890K | 0.04% | 141 |
|
|
2024
Q4 | $14.3M | Buy |
7,366
+610
| +9% | +$1.15M | 0.05% | 152 |
|
|
2024
Q3 | $11.5M | Sell |
6,756
-188
| -3% | -$328K | 0.04% | 197 |
|
|
2024
Q2 | $12.6M | Buy |
6,944
+244
| +4% | +$432K | 0.04% | 154 |
|
|
2024
Q1 | $12M | Sell |
6,700
-970
| -13% | -$1.63M | 0.04% | 190 |
|
|
2023
Q4 | $11.5M | Buy |
7,670
+470
| +7% | +$699K | 0.04% | 188 |
|
|
2023
Q3 | $10.8M | Buy |
7,200
+1,404
| +24% | +$2.16M | 0.04% | 170 |
|
|
2023
Q2 | $8.05M | Buy |
5,796
+253
| +5% | +$356K | 0.03% | 254 |
|
|
2023
Q1 | $7.64M | Buy |
5,543
+200
| +4% | +$287K | 0.03% | 236 |
|
|
2022
Q4 | $7.56M | Buy |
+5,343
| New | +$7.24M | 0.03% | 230 |
|
|
2022
Q3 | – | Sell |
-6,297
| Closed | -$7.85M | – | 556 |
|
|
2022
Q2 | $7.85M | Sell |
6,297
-1,203
| -16% | -$1.4M | 0.03% | 221 |
|
|
2022
Q1 | $8.52M | Buy |
7,500
+660
| +10% | +$691K | 0.03% | 224 |
|
|
2021
Q4 | $6.93M | Buy |
+6,840
| New | +$7.23M | 0.02% | 280 |
|
|
2019
Q2 | – | Sell |
-4,542
| Closed | -$4.2M | – | 508 |
|
|
2019
Q1 | $4.2M | Buy |
4,542
+2,230
| +96% | +$2.02M | 0.02% | 247 |
|
|
2018
Q4 | $1.98M | Sell |
2,312
-371
| -14% | -$331K | 0.01% | 335 |
|
|
2018
Q3 | $2.51M | Buy |
2,683
+729
| +37% | +$676K | 0.01% | 339 |
|
|
2018
Q2 | $1.77M | Buy |
+1,954
| New | +$1.72M | 0.01% | 347 |
|
|
2016
Q1 | – | Sell |
-145,759
| Closed | -$106M | – | 188 |
|
|
2015
Q4 | $106M | Sell |
145,759
-23,100
| -14% | -$17.7M | 0.43% | 67 |
|
|
2015
Q3 | $126M | Sell |
168,859
-80,521
| -32% | -$57.9M | 0.51% | 60 |
|
|
2015
Q2 | $163M | Sell |
249,380
-200
| -0.1% | -$133K | 0.58% | 57 |
|
|
2015
Q1 | $171M | Buy |
249,580
+1,512
| +0.6% | +$997K | 0.59% | 54 |
|
|
2014
Q4 | $156M | Sell |
248,068
-9,218
| -4% | -$5.86M | 0.55% | 61 |
|
|
2014
Q3 | $162M | Buy |
257,286
+808
| +0.3% | +$504K | 0.59% | 54 |
|
|
2014
Q2 | $156M | Buy |
256,478
+21,097
| +9% | +$12.6M | 0.55% | 58 |
|
|
2014
Q1 | $141M | Buy |
235,381
+37,480
| +19% | +$21.9M | 0.52% | 59 |
|
|
2013
Q4 | $119M | Buy |
+197,901
| New | +$117M | 0.51% | 63 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Hotchkis & Wiley Capital Management's WTM Position: Q2 2026 in Review
Hotchkis & Wiley Capital Management increased its White Mountains Insurance (WTM) stake by 12% in Q2 2026, buying an estimated $1.58M and bringing the position to 6,788 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #183.
Hotchkis & Wiley Capital Management first reported a position in WTM in Q4 2013 and has held it in 31 quarters since. The position peaked at $171M in Q1 2015. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Hotchkis & Wiley Capital Management held 6,788 shares of White Mountains Insurance worth $14.1M as of Q2 2026.
- Hotchkis & Wiley Capital Management bought 740 White Mountains Insurance shares in Q2 2026, an estimated $1.58M.
- White Mountains Insurance made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #183 holding.
- Hotchkis & Wiley Capital Management first reported a position in White Mountains Insurance in Q4 2013 and has held it in 31 quarters since.
- Hotchkis & Wiley Capital Management's White Mountains Insurance position peaked at $171M in Q1 2015.
- 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.