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Leuthold Group’s White Mountains Insurance WTM Stock Holding History

Leuthold 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 		$2.29M Buy
1,104
+52
+5% +$111K 0.23% 134
2026
Q1 		$2.31M Sell
1,052
-65
-6% -$139K 0.25% 128
2025
Q4 		$2.32M Sell
1,117
-89
-7% -$174K 0.25% 130
2025
Q3 		$2.02M Buy
1,206
+41
+4% +$73.2K 0.22% 127
2025
Q2 		$2.09M Sell
1,165
-23
-2% -$40.9K 0.25% 128
2025
Q1 		$2.29M Sell
1,188
-84
-7% -$158K 0.3% 124
2024
Q4 		$2.47M Sell
1,272
-28
-2% -$52.9K 0.3% 126
2024
Q3 		$2.21M Buy
+1,300
New +$2.27M 0.25% 126

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

Leuthold Group's WTM Position: Q2 2026 in Review

Leuthold Group increased its White Mountains Insurance (WTM) stake by 4.9% in Q2 2026, buying an estimated $111K and bringing the position to 1,104 shares worth $2.29M. The position accounts for 0.23% of the portfolio, ranked #134.

Leuthold Group first reported a position in WTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Leuthold Group held 1,104 shares of White Mountains Insurance worth $2.29M as of Q2 2026.
  • Leuthold Group bought 52 White Mountains Insurance shares in Q2 2026, an estimated $111K.
  • White Mountains Insurance made up 0.23% of Leuthold Group's portfolio in Q2 2026, its #134 holding.
  • Leuthold Group first reported a position in White Mountains Insurance in Q3 2024 and has held it in 8 quarters since.
  • Leuthold Group's White Mountains Insurance position peaked at $2.47M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.