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HRT Financial’s White Mountains Insurance WTM Stock Holding History

HRT Financial’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22M Buy
2,375
+2,242
+1,686% +$4.8M 0.01% 974
2025
Q4 		$276K Sell
133
-3,454
-96% -$6.75M ﹤0.01% 2423
2025
Q3 		$6M Sell
3,587
-1,500
-29% -$2.68M 0.02% 605
2025
Q2 		$9.13M Buy
+5,087
New +$9.05M 0.04% 336
2024
Q1 		– Sell
-260
Closed -$391K – 3194
2023
Q4 		$391K Sell
260
-276
-51% -$410K ﹤0.01% 1491
2023
Q3 		$801K Buy
+536
New +$823K 0.01% 1136
2023
Q1 		– Sell
-851
Closed -$1.2M – 3280
2022
Q4 		$1.2M Buy
+851
New +$1.15M 0.02% 840
2022
Q2 		– Sell
-2,135
Closed -$2.42M – 3844
2022
Q1 		$2.42M Buy
2,135
+923
+76% +$966K 0.02% 556
2021
Q4 		$1.23M Sell
1,212
-157
-11% -$166K 0.01% 953
2021
Q3 		$1.46M Buy
+1,369
New +$1.53M 0.01% 958
2020
Q4 		– Sell
-432
Closed -$336K – 2548
2020
Q3 		$336K Sell
432
-1,773
-80% -$1.53M 0.01% 1078
2020
Q2 		$1.96M Buy
2,205
+1,965
+819% +$1.77M 0.06% 346
2020
Q1 		$218K Buy
+240
New +$248K 0.01% 558
2019
Q3 		– Sell
-680
Closed -$694K – 1635
2019
Q2 		$694K Buy
680
+380
+127% +$366K 0.04% 343
2019
Q1 		$277K Buy
+300
New +$272K 0.04% 313
2018
Q3 		– Sell
-619
Closed -$561K – 514
2018
Q2 		$561K Buy
+619
New +$545K 0.2% 92
2017
Q4 		– Sell
-358
Closed -$306K – 162
2017
Q3 		$306K Buy
+358
New +$308K 0.38% 39

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

HRT Financial's WTM Position: Q1 2026 in Review

HRT Financial increased its White Mountains Insurance (WTM) stake by 1,686% in Q1 2026, buying an estimated $4.8M and bringing the position to 2,375 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #974.

HRT Financial first reported a position in WTM in Q3 2017 and has held it in 17 quarters since. The position peaked at $9.13M in Q2 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • HRT Financial held 2,375 shares of White Mountains Insurance worth $5.22M as of Q1 2026.
  • HRT Financial bought 2,242 White Mountains Insurance shares in Q1 2026, an estimated $4.8M.
  • White Mountains Insurance made up 0.01% of HRT Financial's portfolio in Q1 2026, its #974 holding.
  • HRT Financial first reported a position in White Mountains Insurance in Q3 2017 and has held it in 17 quarters since.
  • HRT Financial's White Mountains Insurance position peaked at $9.13M in Q2 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.