Meeder Asset Management’s White Mountains Insurance WTM Stock Holding History

Meeder Asset 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	$450K	Buy	+217	New	+$464K	0.02%	228
2020 Q2	–	Sell	-2	Closed	-$2K	–	2511
2020 Q1	$2K	Sell	2 -26	-93%	-$26.9K	﹤0.01%	2123
2019 Q4	$31K	Hold	28	–	–	﹤0.01%	1204
2019 Q3	$30K	Sell	28 -15	-35%	-$16K	﹤0.01%	1187
2019 Q2	$44K	Buy	+43	New	+$41.4K	﹤0.01%	986
2016 Q3	–	Sell	-321	Closed	-$271K	–	963
2016 Q2	$271K	Buy	+321	New	+$262K	0.03%	527

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Meeder Asset Management's WTM Position: Q2 2026 in Review

Meeder Asset Management opened a new position in White Mountains Insurance (WTM) in Q2 2026: 217 shares worth $450K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Meeder Asset Management previously reported a position in WTM as recently as Q1 2020.

Meeder Asset Management first reported a position in WTM in Q2 2016 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Meeder Asset Management held 217 shares of White Mountains Insurance worth $450K as of Q2 2026.
White Mountains Insurance was a new Meeder Asset Management position in Q2 2026.
White Mountains Insurance made up 0.02% of Meeder Asset Management's portfolio in Q2 2026, its #228 holding.
Meeder Asset Management first reported a position in White Mountains Insurance in Q2 2016 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Meeder Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.