Johnson Investment Counsel’s White Mountains Insurance WTM Stock Holding History

Johnson Investment Counsel’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	–	Sell	-115	Closed	-$239K	–	900
2025 Q4	$239K	Buy	+115	New	+$225K	﹤0.01%	733
2025 Q3	–	Sell	-185	Closed	-$332K	–	887
2025 Q2	$332K	Hold	185	–	–	﹤0.01%	640
2025 Q1	$356K	Hold	185	–	–	﹤0.01%	603
2024 Q4	$360K	Hold	185	–	–	﹤0.01%	601
2024 Q3	$314K	Hold	185	–	–	﹤0.01%	622
2024 Q2	$336K	Hold	185	–	–	﹤0.01%	569
2024 Q1	$332K	Sell	185 -50	-21%	-$83.8K	﹤0.01%	586
2023 Q4	$354K	Buy	+235	New	+$349K	﹤0.01%	555

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Johnson Investment Counsel's WTM Position: Q1 2026 in Review

Johnson Investment Counsel sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 115 shares — an estimated $239K sold.

Johnson Investment Counsel first reported a position in WTM in Q4 2023 and held it in 8 quarters. The position peaked at $360K in Q4 2024. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Johnson Investment Counsel reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
Johnson Investment Counsel sold 115 White Mountains Insurance shares in Q1 2026, an estimated $239K.
Johnson Investment Counsel first reported a position in White Mountains Insurance in Q4 2023 and held it in 8 quarters.
Johnson Investment Counsel's White Mountains Insurance position peaked at $360K in Q4 2024.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.