Klingenstein Fields & Co’s White Mountains Insurance WTM Stock Holding History

Klingenstein Fields & Co’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	$835K	Hold	380	–	–	0.03%	111
2025 Q4	$790K	Hold	380	–	–	0.03%	106
2025 Q3	$635K	Hold	380	–	–	0.02%	115
2025 Q2	$682K	Hold	380	–	–	0.03%	111
2025 Q1	$732K	Sell	380 -11	-3%	-$20.7K	0.03%	104
2024 Q4	$761K	Hold	391	–	–	0.03%	103
2024 Q3	$663K	Hold	391	–	–	0.03%	108
2024 Q2	$711K	Hold	391	–	–	0.03%	104
2024 Q1	$702K	Hold	391	–	–	0.03%	106
2023 Q4	$588K	Hold	391	–	–	0.03%	112
2023 Q3	$585K	Hold	391	–	–	0.03%	110
2023 Q2	$543K	Hold	391	–	–	0.03%	110
2023 Q1	$539K	Hold	391	–	–	0.03%	108
2022 Q4	$553K	Hold	391	–	–	0.03%	110
2022 Q3	$509K	Buy	391 +63	+19%	+$81.5K	0.03%	113
2022 Q2	$409K	Sell	328 -189	-37%	-$220K	0.02%	131
2022 Q1	$587K	Hold	517	–	–	0.03%	122
2021 Q4	$524K	Hold	517	–	–	0.02%	130
2021 Q3	$553K	Hold	517	–	–	0.02%	132
2021 Q2	$594K	Hold	517	–	–	0.02%	125
2021 Q1	$576K	Sell	517 -46	-8%	-$51.4K	0.03%	121
2020 Q4	$563K	Hold	563	–	–	0.03%	125
2020 Q3	$439K	Hold	563	–	–	0.02%	137
2020 Q2	$500K	Hold	563	–	–	0.03%	125
2020 Q1	$512K	Hold	563	–	–	0.03%	121
2019 Q4	$628K	Sell	563 -15	-3%	-$16.4K	0.03%	125
2019 Q3	$624K	Sell	578 -45	-7%	-$48K	0.03%	127
2019 Q2	$636K	Sell	623 -165	-21%	-$159K	0.03%	124
2019 Q1	$729K	Hold	788	–	–	0.04%	124
2018 Q4	$676K	Hold	788	–	–	0.03%	131
2018 Q3	$737K	Hold	788	–	–	0.03%	134
2018 Q2	$714K	Hold	788	–	–	0.03%	141
2018 Q1	$648K	Hold	788	–	–	0.02%	142
2017 Q4	$671K	Sell	788 -5	-0.6%	-$4.37K	0.02%	142
2017 Q3	$680K	Hold	793	–	–	0.03%	138
2017 Q2	$689K	Sell	793 -500	-39%	-$434K	0.03%	143
2017 Q1	$1.14M	Hold	1,293	–	–	0.05%	120
2016 Q4	$1.08M	Hold	1,293	–	–	0.05%	126
2016 Q3	$1.07M	Hold	1,293	–	–	0.05%	121
2016 Q2	$1.09M	Hold	1,293	–	–	0.05%	115
2016 Q1	$1.04M	Hold	1,293	–	–	0.05%	116
2015 Q4	$940K	Sell	1,293 -100	-7%	-$76.6K	0.05%	122
2015 Q3	$1.04M	Sell	1,393 -85	-6%	-$61.2K	0.05%	123
2015 Q2	$968K	Hold	1,478	–	–	0.04%	127
2015 Q1	$1.01M	Sell	1,478 -10	-0.7%	-$6.6K	0.04%	130
2014 Q4	$938K	Hold	1,488	–	–	0.04%	123
2014 Q3	$938K	Sell	1,488 -20	-1%	-$12.5K	0.04%	124
2014 Q2	$918K	Sell	1,508 -1,107	-42%	-$659K	0.04%	132
2014 Q1	$1.57M	Sell	2,615 -22,520	-90%	-$13.1M	0.07%	115
2013 Q4	$15.2M	Buy	25,135 +128	+0.5%	+$75.4K	0.54%	51
2013 Q3	$14.2M	Sell	25,007 -20,961	-46%	-$12.2M	0.56%	50
2013 Q2	$26.4M	Buy	+45,968	New	+$26.8M	0.95%	26

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Klingenstein Fields & Co's WTM Position: Q1 2026 in Review

Klingenstein Fields & Co held its White Mountains Insurance (WTM) position steady in Q1 2026 at 380 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #111.

Klingenstein Fields & Co first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.4M in Q2 2013. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Klingenstein Fields & Co held 380 shares of White Mountains Insurance worth $835K as of Q1 2026.
Klingenstein Fields & Co left its White Mountains Insurance share count unchanged in Q1 2026.
White Mountains Insurance made up 0.03% of Klingenstein Fields & Co's portfolio in Q1 2026, its #111 holding.
Klingenstein Fields & Co first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
Klingenstein Fields & Co's White Mountains Insurance position peaked at $26.4M in Q2 2013.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.