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MAI Capital Management’s White Mountains Insurance WTM Stock Holding History

MAI Capital Management’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 		– Sell
-81
Closed -$178K – 4733
2026
Q1 		$178K Buy
81
+22
+37% +$47.1K ﹤0.01% 1523
2025
Q4 		$123K Sell
59
-3
-5% -$5.87K ﹤0.01% 1539
2025
Q3 		$104K Sell
62
-1
-2% -$1.78K ﹤0.01% 1558
2025
Q2 		$113K Sell
63
-10
-14% -$17.8K ﹤0.01% 1423
2025
Q1 		$141K Hold
73
– – ﹤0.01% 1262
2024
Q4 		$142K Buy
+73
New +$138K ﹤0.01% 1279

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

MAI Capital Management's WTM Position: Q2 2026 in Review

MAI Capital Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 81 shares — an estimated $178K sold.

MAI Capital Management first reported a position in WTM in Q4 2024 and held it in 6 quarters. The position peaked at $178K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • MAI Capital Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 81 White Mountains Insurance shares in Q2 2026, an estimated $178K.
  • MAI Capital Management first reported a position in White Mountains Insurance in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's White Mountains Insurance position peaked at $178K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.