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Joel Greenblatt’s White Mountains Insurance WTM Stock Holding History

Joel Greenblatt’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 		$37.2M Buy
17,940
+8,893
+98% +$19M 0.09% 301
2026
Q1 		$19.9M Buy
9,047
+2,331
+35% +$4.99M 0.06% 460
2025
Q4 		$14M Sell
6,716
-183
-3% -$358K 0.05% 531
2025
Q3 		$11.5M Buy
6,899
+5,939
+619% +$10.6M 0.05% 530
2025
Q2 		$1.72M Buy
+960
New +$1.71M 0.01% 970
2023
Q1 		– Sell
-270
Closed -$382K – 1403
2022
Q4 		$382K Hold
270
– – 0.01% 977
2022
Q3 		$352K Hold
270
– – 0.01% 939
2022
Q2 		$336K Sell
270
-55
-17% -$63.9K 0.01% 893
2022
Q1 		$369K Buy
+325
New +$340K 0.01% 887
2014
Q3 		– Sell
-427
Closed -$260K – 1077
2014
Q2 		$260K Buy
+427
New +$254K ﹤0.01% 912

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

Joel Greenblatt's WTM Position: Q2 2026 in Review

Joel Greenblatt increased its White Mountains Insurance (WTM) stake by 98% in Q2 2026, buying an estimated $19M and bringing the position to 17,940 shares worth $37.2M. The position accounts for 0.09% of the portfolio, ranked #301.

Joel Greenblatt first reported a position in WTM in Q2 2014 and has held it in 10 quarters since. 354 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Joel Greenblatt held 17,940 shares of White Mountains Insurance worth $37.2M as of Q2 2026.
  • Joel Greenblatt bought 8,893 White Mountains Insurance shares in Q2 2026, an estimated $19M.
  • White Mountains Insurance made up 0.09% of Joel Greenblatt's portfolio in Q2 2026, its #301 holding.
  • Joel Greenblatt first reported a position in White Mountains Insurance in Q2 2014 and has held it in 10 quarters since.
  • 354 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.