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Mather Group’s White Mountains Insurance WTM Stock Holding History

Mather Group’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
Q1 		$11K Buy
+5
New +$10.7K ﹤0.01% 1424
2025
Q2 		– Sell
-1
Closed -$1.93K – 1733
2025
Q1 		$1.93K Hold
1
– – ﹤0.01% 1573
2024
Q4 		$1.95K Hold
1
– – ﹤0.01% 1539
2024
Q3 		$1.7K Hold
1
– – ﹤0.01% 1505
2024
Q2 		$1.79K Buy
+1
New +$1.77K ﹤0.01% 1918

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Mather Group's WTM Position: Q1 2026 in Review

Mather Group opened a new position in White Mountains Insurance (WTM) in Q1 2026: 5 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Mather Group previously reported a position in WTM as recently as Q1 2025.

Mather Group first reported a position in WTM in Q2 2024 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Mather Group held 5 shares of White Mountains Insurance worth $11K as of Q1 2026.
  • White Mountains Insurance was a new Mather Group position in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1424 holding.
  • Mather Group first reported a position in White Mountains Insurance in Q2 2024 and has held it in 5 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.