Legal & General Group
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Legal & General Group’s White Mountains Insurance WTM Stock Holding History

Legal & General Group’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 		$4.68M Sell
2,257
-151
-6% -$323K ﹤0.01% 1618
2026
Q1 		$5.29M Sell
2,408
-629
-21% -$1.35M ﹤0.01% 1472
2025
Q4 		$6.31M Sell
3,037
-1,012
-25% -$1.98M ﹤0.01% 1434
2025
Q3 		$6.77M Sell
4,049
-260
-6% -$464K ﹤0.01% 1411
2025
Q2 		$7.74M Buy
4,309
+179
+4% +$318K ﹤0.01% 1333
2025
Q1 		$7.95M Buy
4,130
+81
+2% +$152K ﹤0.01% 1268
2024
Q4 		$7.88M Buy
4,049
+131
+3% +$248K ﹤0.01% 1321
2024
Q3 		$6.65M Buy
3,918
+146
+4% +$255K ﹤0.01% 1431
2024
Q2 		$6.86M Sell
3,772
-599
-14% -$1.06M ﹤0.01% 1354
2024
Q1 		$7.84M Sell
4,371
-400
-8% -$671K ﹤0.01% 1277
2023
Q4 		$7.18M Sell
4,771
-146
-3% -$217K ﹤0.01% 1326
2023
Q3 		$7.35M Buy
4,917
+5
+0.1% +$7.68K ﹤0.01% 1225
2023
Q2 		$6.82M Sell
4,912
-41
-0.8% -$57.7K ﹤0.01% 1278
2023
Q1 		$6.82M Sell
4,953
-53
-1% -$76K ﹤0.01% 1257
2022
Q4 		$7.08M Sell
5,006
-131
-3% -$178K ﹤0.01% 1228
2022
Q3 		$6.69M Sell
5,137
-312
-6% -$404K ﹤0.01% 1228
2022
Q2 		$6.79M Sell
5,449
-73
-1% -$84.8K ﹤0.01% 1274
2022
Q1 		$6.28M Sell
5,522
-61
-1% -$63.9K ﹤0.01% 1393
2021
Q4 		$5.66M Sell
5,583
-18
-0.3% -$19K ﹤0.01% 1506
2021
Q3 		$5.99M Buy
5,601
+352
+7% +$393K ﹤0.01% 1451
2021
Q2 		$6.03M Buy
5,249
+102
+2% +$119K ﹤0.01% 1450
2021
Q1 		$5.74M Buy
5,147
+290
+6% +$324K ﹤0.01% 1496
2020
Q4 		$4.86M Sell
4,857
-586
-11% -$551K ﹤0.01% 1472
2020
Q3 		$4.24M Sell
5,443
-286
-5% -$247K ﹤0.01% 1416
2020
Q2 		$5.09M Sell
5,729
-602
-10% -$543K ﹤0.01% 1297
2020
Q1 		$5.76M Sell
6,331
-698
-10% -$722K ﹤0.01% 1092
2019
Q4 		$7.84M Buy
7,029
+10
+0.1% +$10.9K ﹤0.01% 1135
2019
Q3 		$7.58M Buy
7,019
+589
+9% +$628K ﹤0.01% 1090
2019
Q2 		$6.57M Buy
6,430
+3,374
+110% +$3.25M ﹤0.01% 1150
2019
Q1 		$2.83M Buy
3,056
+34
+1% +$30.8K ﹤0.01% 1524
2018
Q4 		$2.59M Buy
3,022
+104
+4% +$92.7K ﹤0.01% 1456
2018
Q3 		$2.73M Sell
2,918
-102
-3% -$94.5K ﹤0.01% 1549
2018
Q2 		$2.74M Sell
3,020
-449
-13% -$396K ﹤0.01% 1501
2018
Q1 		$2.85M Buy
3,469
+532
+18% +$439K ﹤0.01% 1418
2017
Q4 		$2.5M Buy
2,937
+228
+8% +$199K ﹤0.01% 1498
2017
Q3 		$2.32M Buy
2,709
+552
+26% +$475K ﹤0.01% 1497
2017
Q2 		$1.87M Buy
2,157
+499
+30% +$433K ﹤0.01% 1563
2017
Q1 		$1.46M Buy
1,658
+939
+131% +$841K ﹤0.01% 1647
2016
Q4 		$601K Buy
719
+161
+29% +$135K ﹤0.01% 1928
2016
Q3 		$463K Buy
558
+309
+124% +$255K ﹤0.01% 1729
2016
Q2 		$210K Buy
249
+4
+2% +$3.26K ﹤0.01% 1750
2016
Q1 		$196K Buy
245
+18
+8% +$13.5K ﹤0.01% 1746
2015
Q4 		$165K Hold
227
– – ﹤0.01% 1826
2015
Q3 		$169K Buy
227
+111
+96% +$79.9K ﹤0.01% 1779
2015
Q2 		$76K Hold
116
– – ﹤0.01% 2318
2015
Q1 		$79K Hold
116
– – ﹤0.01% 2199
2014
Q4 		$74K Hold
116
– – ﹤0.01% 2199
2014
Q3 		$73K Hold
116
– – ﹤0.01% 2129
2014
Q2 		$70K Hold
116
– – ﹤0.01% 1304
2014
Q1 		$70K Sell
116
-27,158
-100% -$15.8M ﹤0.01% 1270
2013
Q4 		$16.4M Buy
27,274
+84
+0.3% +$49.5K 0.02% 597
2013
Q3 		$15.4M Hold
27,190
– – 0.02% 601
2013
Q2 		$15.6M Buy
+27,190
New +$15.9M 0.02% 596

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

Legal & General Group's WTM Position: Q2 2026 in Review

Legal & General Group reduced its White Mountains Insurance (WTM) stake by 6.3% in Q2 2026, selling an estimated $323K and leaving 2,257 shares worth $4.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Legal & General Group first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.4M in Q4 2013. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Legal & General Group held 2,257 shares of White Mountains Insurance worth $4.68M as of Q2 2026.
  • Legal & General Group sold 151 White Mountains Insurance shares in Q2 2026, an estimated $323K.
  • White Mountains Insurance made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #1618 holding.
  • Legal & General Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • Legal & General Group's White Mountains Insurance position peaked at $16.4M in Q4 2013.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.