Invesco’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 | $7.25M | Buy |
3,497
+530
| +18% | +$1.13M | ﹤0.01% | 2063 |
|
|
2026
Q1 | $6.52M | Sell |
2,967
-28
| -0.9% | -$60K | ﹤0.01% | 2074 |
|
|
2025
Q4 | $6.22M | Sell |
2,995
-322
| -10% | -$630K | ﹤0.01% | 2134 |
|
|
2025
Q3 | $5.54M | Sell |
3,317
-329
| -9% | -$587K | ﹤0.01% | 2177 |
|
|
2025
Q2 | $6.55M | Sell |
3,646
-374
| -9% | -$665K | ﹤0.01% | 2037 |
|
|
2025
Q1 | $7.74M | Sell |
4,020
-329
| -8% | -$619K | ﹤0.01% | 1928 |
|
|
2024
Q4 | $8.46M | Buy |
4,349
+205
| +5% | +$387K | ﹤0.01% | 1961 |
|
|
2024
Q3 | $7.03M | Sell |
4,144
-6,902
| -62% | -$12M | ﹤0.01% | 2028 |
|
|
2024
Q2 | $20.1M | Buy |
11,046
+6,728
| +156% | +$11.9M | ﹤0.01% | 1436 |
|
|
2024
Q1 | $7.75M | Sell |
4,318
-1,840
| -30% | -$3.08M | ﹤0.01% | 1964 |
|
|
2023
Q4 | $9.27M | Sell |
6,158
-405
| -6% | -$602K | ﹤0.01% | 1867 |
|
|
2023
Q3 | $9.82M | Buy |
6,563
+1,877
| +40% | +$2.88M | ﹤0.01% | 1772 |
|
|
2023
Q2 | $6.51M | Sell |
4,686
-171
| -4% | -$241K | ﹤0.01% | 2094 |
|
|
2023
Q1 | $6.69M | Buy |
4,857
+2,041
| +72% | +$2.93M | ﹤0.01% | 2077 |
|
|
2022
Q4 | $3.98M | Buy |
2,816
+263
| +10% | +$356K | ﹤0.01% | 2359 |
|
|
2022
Q3 | $3.33M | Sell |
2,553
-76
| -3% | -$98.3K | ﹤0.01% | 2416 |
|
|
2022
Q2 | $3.28M | Sell |
2,629
-966
| -27% | -$1.12M | ﹤0.01% | 2491 |
|
|
2022
Q1 | $4.09M | Sell |
3,595
-1,723
| -32% | -$1.8M | ﹤0.01% | 2471 |
|
|
2021
Q4 | $5.39M | Buy |
5,318
+71
| +1% | +$75K | ﹤0.01% | 2365 |
|
|
2021
Q3 | $5.61M | Buy |
5,247
+478
| +10% | +$534K | ﹤0.01% | 2325 |
|
|
2021
Q2 | $5.47M | Buy |
4,769
+833
| +21% | +$972K | ﹤0.01% | 2389 |
|
|
2021
Q1 | $4.39M | Sell |
3,936
-454
| -10% | -$508K | ﹤0.01% | 2433 |
|
|
2020
Q4 | $4.39M | Buy |
4,390
+545
| +14% | +$513K | ﹤0.01% | 2259 |
|
|
2020
Q3 | $3M | Sell |
3,845
-129
| -3% | -$112K | ﹤0.01% | 2282 |
|
|
2020
Q2 | $3.53M | Buy |
3,974
+813
| +26% | +$733K | ﹤0.01% | 2190 |
|
|
2020
Q1 | $2.88M | Buy |
3,161
+100
| +3% | +$104K | ﹤0.01% | 2191 |
|
|
2019
Q4 | $3.41M | Buy |
3,061
+248
| +9% | +$271K | ﹤0.01% | 2382 |
|
|
2019
Q3 | $3.04M | Sell |
2,813
-107
| -4% | -$114K | ﹤0.01% | 2405 |
|
|
2019
Q2 | $2.98M | Sell |
2,920
-91
| -3% | -$87.5K | ﹤0.01% | 2487 |
|
|
2019
Q1 | $2.79M | Sell |
3,011
-1,296
| -30% | -$1.17M | ﹤0.01% | 2405 |
|
|
2018
Q4 | $3.69M | Sell |
4,307
-125
| -3% | -$111K | ﹤0.01% | 2119 |
|
|
2018
Q3 | $4.15M | Sell |
4,432
-419
| -9% | -$388K | ﹤0.01% | 2264 |
|
|
2018
Q2 | $4.4M | Sell |
4,851
-113
| -2% | -$99.5K | ﹤0.01% | 2223 |
|
|
2018
Q1 | $4.08M | Buy |
4,964
+830
| +20% | +$685K | ﹤0.01% | 2093 |
|
|
2017
Q4 | $3.52M | Sell |
4,134
-11,917
| -74% | -$10.4M | ﹤0.01% | 2203 |
|
|
2017
Q3 | $13.8M | Sell |
16,051
-812
| -5% | -$698K | 0.01% | 1393 |
|
|
2017
Q2 | $14.6M | Sell |
16,863
-1,205
| -7% | -$1.05M | ﹤0.01% | 1352 |
|
|
2017
Q1 | $15.9M | Sell |
18,068
-991
| -5% | -$888K | 0.01% | 1287 |
|
|
2016
Q4 | $15.9M | Buy |
19,059
+1,053
| +6% | +$883K | 0.01% | 1260 |
|
|
2016
Q3 | $14.9M | Buy |
18,006
+647
| +4% | +$533K | 0.01% | 1275 |
|
|
2016
Q2 | $14.6M | Sell |
17,359
-2,847
| -14% | -$2.32M | 0.01% | 1266 |
|
|
2016
Q1 | $16.2M | Buy |
20,206
+3,065
| +18% | +$2.29M | 0.01% | 1216 |
|
|
2015
Q4 | $12.5M | Buy |
17,141
+1,419
| +9% | +$1.09M | 0.01% | 1384 |
|
|
2015
Q3 | $11.7M | Buy |
15,722
+14,723
| +1,474% | +$10.6M | 0.01% | 1381 |
|
|
2015
Q2 | $654K | Buy |
999
+519
| +108% | +$344K | ﹤0.01% | 3262 |
|
|
2015
Q1 | $329K | Sell |
480
-1,280
| -73% | -$844K | ﹤0.01% | 3501 |
|
|
2014
Q4 | $1.11M | Buy |
1,760
+150
| +9% | +$95.4K | ﹤0.01% | 2900 |
|
|
2014
Q3 | $1.01M | Buy |
1,610
+64
| +4% | +$39.9K | ﹤0.01% | 2962 |
|
|
2014
Q2 | $940K | Buy |
1,546
+126
| +9% | +$75K | ﹤0.01% | 3046 |
|
|
2014
Q1 | $851K | Buy |
1,420
+247
| +21% | +$144K | ﹤0.01% | 3121 |
|
|
2013
Q4 | $708K | Buy |
1,173
+141
| +14% | +$83.1K | ﹤0.01% | 3289 |
|
|
2013
Q3 | $585K | Buy |
1,032
+135
| +15% | +$78.4K | ﹤0.01% | 3327 |
|
|
2013
Q2 | $516K | Buy |
+897
| New | +$523K | ﹤0.01% | 3261 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Invesco's WTM Position: Q2 2026 in Review
Invesco increased its White Mountains Insurance (WTM) stake by 18% in Q2 2026, buying an estimated $1.13M and bringing the position to 3,497 shares worth $7.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2063.
Invesco first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.1M in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Invesco held 3,497 shares of White Mountains Insurance worth $7.25M as of Q2 2026.
- Invesco bought 530 White Mountains Insurance shares in Q2 2026, an estimated $1.13M.
- White Mountains Insurance made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2063 holding.
- Invesco first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
- Invesco's White Mountains Insurance position peaked at $20.1M in Q2 2024.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.