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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
Q2 		$10.4K Hold
5
– – ﹤0.01% 1489
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 $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

Mather Group's WTM Position: Q2 2026 in Review

Mather Group held its White Mountains Insurance (WTM) position steady in Q2 2026 at 5 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Mather Group first reported a position in WTM in Q2 2024 and has held it in 6 quarters since. The position peaked at $11K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Mather Group held 5 shares of White Mountains Insurance worth $10.4K as of Q2 2026.
  • Mather Group left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1489 holding.
  • Mather Group first reported a position in White Mountains Insurance in Q2 2024 and has held it in 6 quarters since.
  • Mather Group's White Mountains Insurance position peaked at $11K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.