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LECAP Asset Management’s White Mountains Insurance WTM Stock Holding History

LECAP Asset Management’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
-340
Closed -$707K – 398
2025
Q4 		$707K Buy
+340
New +$665K 0.28% 139
2025
Q1 		– Sell
-240
Closed -$467K – 406
2024
Q4 		$467K Sell
240
-56
-19% -$106K 0.13% 230
2024
Q3 		$502K Buy
+296
New +$516K 0.11% 262

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $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

LECAP Asset Management's WTM Position: Q1 2026 in Review

LECAP Asset Management sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 340 shares — an estimated $707K sold.

LECAP Asset Management first reported a position in WTM in Q3 2024 and held it in 3 quarters. The position peaked at $707K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • LECAP Asset Management reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 340 White Mountains Insurance shares in Q1 2026, an estimated $707K.
  • LECAP Asset Management first reported a position in White Mountains Insurance in Q3 2024 and held it in 3 quarters.
  • LECAP Asset Management's White Mountains Insurance position peaked at $707K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.