Marshall Wace
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Marshall Wace’s White Mountains Insurance WTM Stock Holding History

Marshall Wace’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
-3,878
Closed -$8.52M – 3813
2026
Q1 		$8.52M Buy
3,878
+2,780
+253% +$5.95M 0.01% 1052
2025
Q4 		$2.28M Buy
+1,098
New +$2.15M ﹤0.01% 1515
2022
Q1 		– Sell
-156
Closed -$158K – 4101
2021
Q4 		$158K Buy
+156
New +$165K ﹤0.01% 3241
2020
Q4 		– Sell
-1,636
Closed -$1.27M – 2220
2020
Q3 		$1.27M Buy
+1,636
New +$1.41M 0.01% 933
2019
Q1 		– Sell
-1,008
Closed -$865K – 2091
2018
Q4 		$865K Buy
+1,008
New +$898K 0.01% 950
2017
Q1 		– Sell
-315
Closed -$263K – 778
2016
Q4 		$263K Buy
+315
New +$264K ﹤0.01% 898

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

Marshall Wace's WTM Position: Q2 2026 in Review

Marshall Wace sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 3,878 shares — an estimated $8.52M sold.

Marshall Wace first reported a position in WTM in Q4 2016 and held it in 6 quarters. The position peaked at $8.52M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Marshall Wace reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 3,878 White Mountains Insurance shares in Q2 2026, an estimated $8.52M.
  • Marshall Wace first reported a position in White Mountains Insurance in Q4 2016 and held it in 6 quarters.
  • Marshall Wace's White Mountains Insurance position peaked at $8.52M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.