Jim Simons
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Jim Simons’s White Mountains Insurance WTM Stock Holding History

Jim Simons’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
Q1 		$5.74M Buy
2,611
+1,110
+74% +$2.38M 0.01% 1305
2025
Q4 		$3.12M Sell
1,501
-350
-19% -$684K ﹤0.01% 1615
2025
Q3 		$3.09M Buy
+1,851
New +$3.3M ﹤0.01% 1770
2025
Q2 		– Sell
-600
Closed -$1.16M – 3957
2025
Q1 		$1.16M Hold
600
– – ﹤0.01% 2323
2024
Q4 		$1.17M Sell
600
-1,300
-68% -$2.46M ﹤0.01% 2410
2024
Q3 		$3.22M Sell
1,900
-100
-5% -$174K ﹤0.01% 1726
2024
Q2 		$3.63M Sell
2,000
-400
-17% -$707K 0.01% 1506
2024
Q1 		$4.31M Sell
2,400
-700
-23% -$1.17M 0.01% 1507
2023
Q4 		$4.67M Sell
3,100
-200
-6% -$297K 0.01% 1394
2023
Q3 		$4.94M Buy
3,300
+500
+18% +$768K 0.01% 1321
2023
Q2 		$3.89M Buy
2,800
+1,100
+65% +$1.55M 0.01% 1573
2023
Q1 		$2.34M Buy
1,700
+600
+55% +$860K ﹤0.01% 1931
2022
Q4 		$1.56M Buy
1,100
+200
+22% +$271K ﹤0.01% 2237
2022
Q3 		$1.17M Sell
900
-2,600
-74% -$3.36M ﹤0.01% 2397
2022
Q2 		$4.36M Sell
3,500
-1,200
-26% -$1.39M 0.01% 1665
2022
Q1 		$5.34M Sell
4,700
-8,400
-64% -$8.79M 0.01% 1547
2021
Q4 		$13.3M Buy
13,100
+800
+7% +$845K 0.02% 931
2021
Q3 		$13.2M Sell
12,300
-3,000
-20% -$3.35M 0.02% 874
2021
Q2 		$17.6M Sell
15,300
-3,000
-16% -$3.5M 0.02% 832
2021
Q1 		$20.4M Buy
18,300
+14,569
+390% +$16.3M 0.03% 757
2020
Q4 		$3.73M Sell
3,731
-3,969
-52% -$3.73M ﹤0.01% 1770
2020
Q3 		$6M Sell
7,700
-2,900
-27% -$2.51M 0.01% 1472
2020
Q2 		$9.41M Sell
10,600
-600
-5% -$541K 0.01% 1259
2020
Q1 		$10.2M Sell
11,200
-2,500
-18% -$2.59M 0.01% 1151
2019
Q4 		$15.3M Buy
13,700
+1,200
+10% +$1.31M 0.01% 1163
2019
Q3 		$13.5M Buy
12,500
+6,700
+116% +$7.15M 0.01% 1194
2019
Q2 		$5.92M Sell
5,800
-10,400
-64% -$10M 0.01% 1723
2019
Q1 		$15M Buy
16,200
+1,000
+7% +$906K 0.01% 1136
2018
Q4 		$13M Sell
15,200
-524
-3% -$467K 0.01% 1155
2018
Q3 		$14.7M Sell
15,724
-6,576
-29% -$6.1M 0.02% 1112
2018
Q2 		$20.2M Buy
22,300
+11,289
+103% +$9.94M 0.02% 913
2018
Q1 		$9.06M Sell
11,011
-1,189
-10% -$981K 0.01% 1431
2017
Q4 		$10.4M Sell
12,200
-21,100
-63% -$18.4M 0.01% 1364
2017
Q3 		$28.5M Sell
33,300
-8,000
-19% -$6.88M 0.03% 680
2017
Q2 		$35.9M Buy
41,300
+10,600
+35% +$9.2M 0.05% 520
2017
Q1 		$27M Buy
30,700
+13,100
+74% +$11.7M 0.04% 626
2016
Q4 		$14.7M Buy
17,600
+4,800
+38% +$4.02M 0.02% 980
2016
Q3 		$10.6M Sell
12,800
-7,000
-35% -$5.77M 0.02% 1113
2016
Q2 		$16.7M Sell
19,800
-17,300
-47% -$14.1M 0.03% 816
2016
Q1 		$29.8M Sell
37,100
-1,100
-3% -$823K 0.06% 441
2015
Q4 		$27.8M Buy
38,200
+600
+2% +$459K 0.06% 390
2015
Q3 		$28.1M Buy
37,600
+3,900
+12% +$2.81M 0.07% 362
2015
Q2 		$22.1M Buy
33,700
+2,500
+8% +$1.66M 0.05% 486
2015
Q1 		$21.4M Buy
31,200
+2,300
+8% +$1.52M 0.05% 541
2014
Q4 		$18.2M Buy
28,900
+6,000
+26% +$3.82M 0.04% 561
2014
Q3 		$14.4M Buy
22,900
+407
+2% +$254K 0.04% 577
2014
Q2 		$13.7M Sell
22,493
-807
-3% -$481K 0.03% 665
2014
Q1 		$14M Buy
23,300
+8,900
+62% +$5.19M 0.03% 676
2013
Q4 		$8.68M Buy
14,400
+2,000
+16% +$1.18M 0.02% 873
2013
Q3 		$7.04M Buy
12,400
+3,000
+32% +$1.74M 0.02% 981
2013
Q2 		$5.4M Buy
+9,400
New +$5.49M 0.01% 1062

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 $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Jim Simons's WTM Position: Q1 2026 in Review

Jim Simons increased its White Mountains Insurance (WTM) stake by 74% in Q1 2026, buying an estimated $2.38M and bringing the position to 2,611 shares worth $5.74M. The position accounts for 0.01% of the portfolio, ranked #1305.

Jim Simons first reported a position in WTM in Q2 2013 and has held it in 51 quarters since. The position peaked at $35.9M in Q2 2017. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Jim Simons held 2,611 shares of White Mountains Insurance worth $5.74M as of Q1 2026.
  • Jim Simons bought 1,110 White Mountains Insurance shares in Q1 2026, an estimated $2.38M.
  • White Mountains Insurance made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1305 holding.
  • Jim Simons first reported a position in White Mountains Insurance in Q2 2013 and has held it in 51 quarters since.
  • Jim Simons's White Mountains Insurance position peaked at $35.9M in Q2 2017.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.