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InceptionR’s White Mountains Insurance WTM Stock Holding History

InceptionR’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 		$442K Buy
+213
New +$456K 0.11% 349
2025
Q4 		– Sell
-185
Closed -$309K – 907
2025
Q3 		$309K Buy
+185
New +$330K 0.07% 458

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

InceptionR's WTM Position: Q2 2026 in Review

InceptionR opened a new position in White Mountains Insurance (WTM) in Q2 2026: 213 shares worth $442K. The stake represents 0.11% of the portfolio and ranks #349 among its holdings. This is a return to the name: InceptionR previously reported a position in WTM as recently as Q3 2025.

InceptionR first reported a position in WTM in Q3 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • InceptionR held 213 shares of White Mountains Insurance worth $442K as of Q2 2026.
  • White Mountains Insurance was a new InceptionR position in Q2 2026.
  • White Mountains Insurance made up 0.11% of InceptionR's portfolio in Q2 2026, its #349 holding.
  • InceptionR first reported a position in White Mountains Insurance in Q3 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.