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Mason Hawkins’s White Mountains Insurance WTM Stock Holding History

Mason Hawkins’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 		$35.5M Sell
17,104
-1,760
-9% -$3.77M 1.85% 18
2026
Q1 		$41.4M Sell
18,864
-12,788
-40% -$27.4M 2.04% 16
2025
Q4 		$65.8M Hold
31,652
– – 2.93% 13
2025
Q3 		$52.9M Buy
31,652
+10,558
+50% +$18.8M 2.7% 16
2025
Q2 		$37.9M Buy
21,094
+2,610
+14% +$4.64M 1.91% 21
2025
Q1 		$35.6M Sell
18,484
-760
-4% -$1.43M 1.9% 21
2024
Q4 		$37.4M Sell
19,244
-1,494
-7% -$2.82M 1.77% 22
2024
Q3 		$35.2K Sell
20,738
-685
-3% -$1.19M ﹤0.01% 44
2024
Q2 		$38.9M Sell
21,423
-3,285
-13% -$5.81M 1.7% 22
2024
Q1 		$44.3M Sell
24,708
-7,738
-24% -$13M 1.7% 22
2023
Q4 		$48.8M Sell
32,446
-499
-2% -$742K 1.88% 23
2023
Q3 		$49.3M Sell
32,945
-9,272
-22% -$14.2M 1.83% 21
2023
Q2 		$58.6M Sell
42,217
-11,316
-21% -$15.9M 2.07% 19
2023
Q1 		$73.7M Sell
53,533
-1,960
-4% -$2.81M 2.49% 18
2022
Q4 		$78.5M Sell
55,493
-57,104
-51% -$77.4M 2.75% 16
2022
Q3 		$147M Sell
112,597
-13,006
-10% -$16.8M 3.69% 12
2022
Q2 		$157M Buy
125,603
+100
+0.1% +$116K 3.3% 14
2022
Q1 		$143M Buy
125,503
+73,901
+143% +$77.4M 2.52% 19
2021
Q4 		$52.3M Buy
+51,602
New +$54.5M 0.88% 25

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

Mason Hawkins's WTM Position: Q2 2026 in Review

Mason Hawkins reduced its White Mountains Insurance (WTM) stake by 9.3% in Q2 2026, selling an estimated $3.77M and leaving 17,104 shares worth $35.5M. The position accounts for 1.85% of the portfolio, ranked #18.

Mason Hawkins first reported a position in WTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $157M in Q2 2022. 354 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Mason Hawkins held 17,104 shares of White Mountains Insurance worth $35.5M as of Q2 2026.
  • Mason Hawkins sold 1,760 White Mountains Insurance shares in Q2 2026, an estimated $3.77M.
  • White Mountains Insurance made up 1.85% of Mason Hawkins's portfolio in Q2 2026, its #18 holding.
  • Mason Hawkins first reported a position in White Mountains Insurance in Q4 2021 and has held it in 19 quarters since.
  • Mason Hawkins's White Mountains Insurance position peaked at $157M in Q2 2022.
  • 354 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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