Lee, Danner & Bass’s White Mountains Insurance WTM Stock Holding History

Lee, Danner & Bass’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	$6.74M	Buy	3,253 +50	+2%	+$107K	0.39%	56
2026 Q1	$7.04M	Buy	3,203 +100	+3%	+$214K	0.44%	52
2025 Q4	$6.45M	Sell	3,103 -45	-1%	-$88K	0.46%	47
2025 Q3	$5.26M	Hold	3,148	–	–	0.38%	57
2025 Q2	$5.65M	Hold	3,148	–	–	0.44%	47
2025 Q1	$6.06M	Sell	3,148 -132	-4%	-$248K	0.49%	45
2024 Q4	$6.38M	Sell	3,280 -3	-0.1%	-$5.67K	0.51%	42
2024 Q3	$5.57M	Hold	3,283	–	–	0.39%	48
2024 Q2	$5.97M	Buy	+3,283	New	+$5.81M	0.46%	44
2023 Q4	$4.94M	Hold	3,283	–	–	0.42%	52
2023 Q3	$4.91M	Sell	3,283 -400	-11%	-$614K	0.44%	53
2023 Q2	$5.12M	Hold	3,683	–	–	0.44%	53
2023 Q1	$5.07M	Hold	3,683	–	–	0.47%	53
2022 Q4	$5.21M	Hold	3,683	–	–	0.49%	50
2022 Q3	$4.8M	Hold	3,683	–	–	0.51%	53
2022 Q2	$4.59M	Hold	3,683	–	–	0.46%	56
2022 Q1	$4.18M	Hold	3,683	–	–	0.36%	65
2021 Q4	$3.73M	Hold	3,683	–	–	0.32%	71
2021 Q3	$3.94M	Sell	3,683 -300	-8%	-$335K	0.36%	67
2021 Q2	$4.57M	Hold	3,983	–	–	0.41%	60
2021 Q1	$4.44M	Sell	3,983 -30	-0.7%	-$33.6K	0.43%	60
2020 Q4	$4.02M	Sell	4,013 -170	-4%	-$160K	0.43%	61
2020 Q3	$3.26M	Sell	4,183 -380	-8%	-$329K	0.39%	60
2020 Q2	$4.05M	Hold	4,563	–	–	0.52%	52
2020 Q1	$4.15M	Hold	4,563	–	–	0.59%	46
2019 Q4	$5.09M	Sell	4,563 -44	-1%	-$48K	0.53%	52
2019 Q3	$4.98M	Hold	4,607	–	–	0.53%	49
2019 Q2	$4.71M	Buy	4,607 +19	+0.4%	+$18.3K	0.5%	52
2019 Q1	$4.25M	Hold	4,588	–	–	0.47%	56
2018 Q4	$3.94M	Sell	4,588 -116	-2%	-$103K	0.46%	57
2018 Q3	$4.4M	Hold	4,704	–	–	0.44%	56
2018 Q2	$4.26M	Sell	4,704 -65	-1%	-$57.3K	0.45%	56
2018 Q1	$3.92M	Hold	4,769	–	–	0.41%	55
2017 Q4	$4.06M	Sell	4,769 -28	-0.6%	-$24.5K	0.41%	59
2017 Q3	$4.11M	Hold	4,797	–	–	0.44%	56
2017 Q2	$4.17M	Hold	4,797	–	–	0.47%	55
2017 Q1	$4.22M	Sell	4,797 -50	-1%	-$44.8K	0.48%	52
2016 Q4	$4.05M	Sell	4,847 -27	-0.6%	-$22.6K	0.48%	54
2016 Q3	$4.04M	Sell	4,874 -3	-0.1%	-$2.47K	0.49%	53
2016 Q2	$4.11M	Hold	4,877	–	–	0.5%	53
2016 Q1	$3.96M	Hold	4,877	–	–	0.49%	52
2015 Q4	$3.54M	Sell	4,877 -25	-0.5%	-$19.1K	0.46%	56
2015 Q3	$3.66M	Hold	4,902	–	–	0.49%	52
2015 Q2	$3.21M	Hold	4,902	–	–	0.38%	60
2015 Q1	$3.36M	Hold	4,902	–	–	0.4%	55
2014 Q4	$3.09M	Buy	4,902 +25	+0.5%	+$15.9K	0.37%	57
2014 Q3	$3.07M	Sell	4,877 -32	-0.7%	-$20K	0.38%	57
2014 Q2	$2.99M	Hold	4,909	–	–	0.36%	60
2014 Q1	$2.94M	Sell	4,909 -200	-4%	-$117K	0.38%	60
2013 Q4	$3.08M	Hold	5,109	–	–	0.41%	55
2013 Q3	$2.9M	Hold	5,109	–	–	0.4%	55
2013 Q2	$2.94M	Buy	+5,109	New	+$2.98M	0.43%	55

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Lee, Danner & Bass's WTM Position: Q2 2026 in Review

Lee, Danner & Bass increased its White Mountains Insurance (WTM) stake by 1.6% in Q2 2026, buying an estimated $107K and bringing the position to 3,253 shares worth $6.74M. The position accounts for 0.39% of the portfolio, ranked #56.

Lee, Danner & Bass first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.04M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Lee, Danner & Bass held 3,253 shares of White Mountains Insurance worth $6.74M as of Q2 2026.
Lee, Danner & Bass bought 50 White Mountains Insurance shares in Q2 2026, an estimated $107K.
White Mountains Insurance made up 0.39% of Lee, Danner & Bass's portfolio in Q2 2026, its #56 holding.
Lee, Danner & Bass first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's White Mountains Insurance position peaked at $7.04M in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.