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Lighthouse Investment Partners’s White Mountains Insurance WTM Stock Holding History

Lighthouse Investment Partners’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 		$3.87M Buy
+1,868
New +$4M 0.11% 246
2025
Q4 		– Sell
-2,939
Closed -$4.91M – 1066
2025
Q3 		$4.91M Buy
+2,939
New +$5.24M 0.15% 186
2024
Q2 		– Sell
-786
Closed -$1.41M – 556
2024
Q1 		$1.41M Buy
+786
New +$1.32M 0.07% 264

Other funds holding WTM

Dimensional Fund Advisors
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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

Lighthouse Investment Partners's WTM Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 1,868 shares worth $3.87M. The stake represents 0.11% of the portfolio and ranks #246 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in WTM as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in WTM in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.91M in Q3 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Lighthouse Investment Partners held 1,868 shares of White Mountains Insurance worth $3.87M as of Q2 2026.
  • White Mountains Insurance was a new Lighthouse Investment Partners position in Q2 2026.
  • White Mountains Insurance made up 0.11% of Lighthouse Investment Partners's portfolio in Q2 2026, its #246 holding.
  • Lighthouse Investment Partners first reported a position in White Mountains Insurance in Q1 2024 and has held it in 3 quarters since.
  • Lighthouse Investment Partners's White Mountains Insurance position peaked at $4.91M in Q3 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.