Lord, Abbett & Co
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Lord, Abbett & Co’s White Mountains Insurance WTM Stock Holding History

Lord, Abbett & Co’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 		$68.1M Sell
32,829
-281
-0.8% -$601K 0.19% 136
2026
Q1 		$72.7M Sell
33,110
-686
-2% -$1.47M 0.24% 115
2025
Q4 		$70.2M Sell
33,796
-3,123
-8% -$6.11M 0.22% 122
2025
Q3 		$61.7M Buy
36,919
+4,692
+15% +$8.37M 0.18% 140
2025
Q2 		$57.9M Sell
32,227
-624
-2% -$1.11M 0.19% 139
2025
Q1 		$63.3M Sell
32,851
-265
-0.8% -$499K 0.23% 125
2024
Q4 		$64.4M Buy
33,116
+104
+0.3% +$196K 0.2% 134
2024
Q3 		$56M Buy
33,012
+2,430
+8% +$4.24M 0.18% 156
2024
Q2 		$55.6M Buy
30,582
+2,110
+7% +$3.73M 0.18% 149
2024
Q1 		$51.1M Buy
28,472
+3,934
+16% +$6.59M 0.16% 172
2023
Q4 		$36.9M Sell
24,538
-76
-0.3% -$113K 0.13% 216
2023
Q3 		$36.8M Buy
24,614
+955
+4% +$1.47M 0.14% 216
2023
Q2 		$32.9M Buy
+23,659
New +$33.3M 0.11% 248

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

Lord, Abbett & Co's WTM Position: Q2 2026 in Review

Lord, Abbett & Co reduced its White Mountains Insurance (WTM) stake by 0.85% in Q2 2026, selling an estimated $601K and leaving 32,829 shares worth $68.1M. The position accounts for 0.19% of the portfolio, ranked #136.

Lord, Abbett & Co first reported a position in WTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $72.7M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Lord, Abbett & Co held 32,829 shares of White Mountains Insurance worth $68.1M as of Q2 2026.
  • Lord, Abbett & Co sold 281 White Mountains Insurance shares in Q2 2026, an estimated $601K.
  • White Mountains Insurance made up 0.19% of Lord, Abbett & Co's portfolio in Q2 2026, its #136 holding.
  • Lord, Abbett & Co first reported a position in White Mountains Insurance in Q2 2023 and has held it in 13 quarters since.
  • Lord, Abbett & Co's White Mountains Insurance position peaked at $72.7M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.