JG
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Jain Global’s White Mountains Insurance WTM Stock Holding History

Jain Global’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 		$968K Buy
467
+71
+18% +$152K ﹤0.01% 989
2026
Q1 		$870K Sell
396
-163
-29% -$349K ﹤0.01% 830
2025
Q4 		$1.16M Buy
559
+260
+87% +$508K 0.01% 689
2025
Q3 		$500K Sell
299
-1
-0.3% -$1.78K ﹤0.01% 740
2025
Q2 		$539K Buy
+300
New +$534K ﹤0.01% 777

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

Jain Global's WTM Position: Q2 2026 in Review

Jain Global increased its White Mountains Insurance (WTM) stake by 18% in Q2 2026, buying an estimated $152K and bringing the position to 467 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Jain Global first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Jain Global held 467 shares of White Mountains Insurance worth $968K as of Q2 2026.
  • Jain Global bought 71 White Mountains Insurance shares in Q2 2026, an estimated $152K.
  • White Mountains Insurance made up ﹤0.01% of Jain Global's portfolio in Q2 2026, its #989 holding.
  • Jain Global first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • Jain Global's White Mountains Insurance position peaked at $1.16M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.