Hudson Value Partners’s White Mountains Insurance WTM Stock Holding History

Hudson Value Partners’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	$427K	Hold	206	–	–	0.11%	87
2026 Q1	$453K	Hold	206	–	–	0.14%	83
2025 Q4	$428K	Hold	206	–	–	0.13%	88
2025 Q3	$344K	Hold	206	–	–	0.11%	92
2025 Q2	$370K	Hold	206	–	–	0.13%	90
2025 Q1	$397K	Hold	206	–	–	0.15%	85
2024 Q4	$401K	Hold	206	–	–	0.15%	81
2024 Q3	$349K	Hold	206	–	–	0.14%	84
2024 Q2	$374K	Hold	206	–	–	0.16%	80
2024 Q1	$370K	Hold	206	–	–	0.16%	82
2023 Q4	$310K	Sell	206 -23	-10%	-$34.2K	0.14%	83
2023 Q3	$343K	Hold	229	–	–	0.18%	85
2023 Q2	$318K	Buy	229 +4	+2%	+$5.63K	0.16%	90
2023 Q1	$310K	Hold	225	–	–	0.18%	87
2022 Q4	$318K	Sell	225 -5	-2%	-$6.78K	0.2%	88
2022 Q3	$300K	Buy	230 +5	+2%	+$6.47K	0.2%	86
2022 Q2	$280K	Hold	225	–	–	0.18%	92
2022 Q1	$256K	Hold	225	–	–	0.13%	106
2021 Q4	$228K	Hold	225	–	–	0.11%	112
2021 Q3	$241K	Hold	225	–	–	0.13%	109
2021 Q2	$258K	Hold	225	–	–	0.14%	106
2021 Q1	$251K	Hold	225	–	–	0.15%	99
2020 Q4	$225K	Buy	+225	New	+$212K	0.15%	107

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Hudson Value Partners's WTM Position: Q2 2026 in Review

Hudson Value Partners held its White Mountains Insurance (WTM) position steady in Q2 2026 at 206 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #87.

Hudson Value Partners first reported a position in WTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $453K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Hudson Value Partners held 206 shares of White Mountains Insurance worth $427K as of Q2 2026.
Hudson Value Partners left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.11% of Hudson Value Partners's portfolio in Q2 2026, its #87 holding.
Hudson Value Partners first reported a position in White Mountains Insurance in Q4 2020 and has held it in 23 quarters since.
Hudson Value Partners's White Mountains Insurance position peaked at $453K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.