HSBC Holdings
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HSBC Holdings’s White Mountains Insurance WTM Stock Holding History

HSBC Holdings’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
Q2 		$449K Buy
217
+123
+131% +$263K ﹤0.01% 2332
2026
Q1 		$206K Buy
+94
New +$201K ﹤0.01% 2599
2021
Q3 		– Sell
-491
Closed -$564K – 3190
2021
Q2 		$564K Buy
491
+114
+30% +$133K ﹤0.01% 2096
2021
Q1 		$420K Sell
377
-168
-31% -$188K ﹤0.01% 2097
2020
Q4 		$548K Sell
545
-417
-43% -$392K ﹤0.01% 2132
2020
Q3 		$746K Buy
+962
New +$832K ﹤0.01% 1700
2020
Q2 		– Sell
-452
Closed -$411K – 2891
2020
Q1 		$411K Buy
452
+216
+92% +$224K ﹤0.01% 1876
2019
Q4 		$264K Sell
236
-123
-34% -$134K ﹤0.01% 2653
2019
Q3 		$387K Buy
359
+96
+37% +$102K ﹤0.01% 2469
2019
Q2 		$268K Buy
263
+9
+4% +$8.66K ﹤0.01% 2386
2019
Q1 		$235K Sell
254
-57
-18% -$51.6K ﹤0.01% 2474
2018
Q4 		$267K Sell
311
-89
-22% -$79.3K ﹤0.01% 2347
2018
Q3 		$375K Buy
400
+62
+18% +$57.5K ﹤0.01% 2143
2018
Q2 		$307K Buy
338
+23
+7% +$20.3K ﹤0.01% 2270
2018
Q1 		$259K Buy
315
+19
+6% +$15.7K ﹤0.01% 2261
2017
Q4 		$252K Buy
+296
New +$259K ﹤0.01% 1800
2016
Q3 		– Sell
-258
Closed -$217K – 2134
2016
Q2 		$217K Sell
258
-9
-3% -$7.34K ﹤0.01% 1898
2016
Q1 		$214K Sell
267
-18
-6% -$13.5K ﹤0.01% 1900
2015
Q4 		$207K Sell
285
-43
-13% -$32.9K ﹤0.01% 2061
2015
Q3 		$245K Buy
328
+21
+7% +$15.1K ﹤0.01% 1714
2015
Q2 		$201K Sell
307
-29
-9% -$19.2K ﹤0.01% 1832
2015
Q1 		$230K Buy
+336
New +$222K ﹤0.01% 1866
2014
Q1 		– Sell
-695
Closed -$418K – 1810
2013
Q4 		$418K Hold
695
– – ﹤0.01% 1471
2013
Q3 		$397K Buy
+695
New +$404K ﹤0.01% 1441

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

HSBC Holdings's WTM Position: Q2 2026 in Review

HSBC Holdings increased its White Mountains Insurance (WTM) stake by 131% in Q2 2026, buying an estimated $263K and bringing the position to 217 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

HSBC Holdings first reported a position in WTM in Q3 2013 and has held it in 24 quarters since. The position peaked at $746K in Q3 2020. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • HSBC Holdings held 217 shares of White Mountains Insurance worth $449K as of Q2 2026.
  • HSBC Holdings bought 123 White Mountains Insurance shares in Q2 2026, an estimated $263K.
  • White Mountains Insurance made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2332 holding.
  • HSBC Holdings first reported a position in White Mountains Insurance in Q3 2013 and has held it in 24 quarters since.
  • HSBC Holdings's White Mountains Insurance position peaked at $746K in Q3 2020.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.