Mercer Global Advisors
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Mercer Global Advisors’s White Mountains Insurance WTM Stock Holding History

Mercer Global Advisors’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 		$2.19M Buy
1,055
+189
+22% +$404K ﹤0.01% 1279
2026
Q1 		$1.9M Buy
866
+151
+21% +$323K ﹤0.01% 1216
2025
Q4 		$1.49M Buy
715
+568
+386% +$1.11M ﹤0.01% 1257
2025
Q3 		$246K Buy
147
+29
+25% +$51.7K ﹤0.01% 2234
2025
Q2 		$212K Buy
+118
New +$210K ﹤0.01% 2054
2023
Q2 		– Sell
-216
Closed -$298K – 2055
2023
Q1 		$298K Sell
216
-26
-11% -$37.3K ﹤0.01% 1516
2022
Q4 		$342K Sell
242
-18
-7% -$24.4K ﹤0.01% 1433
2022
Q3 		$339K Sell
260
-392
-60% -$507K ﹤0.01% 1339
2022
Q2 		$812K Sell
652
-46
-7% -$53.4K 0.01% 933
2022
Q1 		$793K Buy
698
+10
+1% +$10.5K ﹤0.01% 992
2021
Q4 		$698K Buy
688
+79
+13% +$83.5K ﹤0.01% 1054
2021
Q3 		$651K Sell
609
-535
-47% -$597K ﹤0.01% 1047
2021
Q2 		$1.31M Buy
1,144
+30
+3% +$35K 0.01% 728
2021
Q1 		$1.24M Buy
+1,114
New +$1.25M 0.01% 701

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

Mercer Global Advisors's WTM Position: Q2 2026 in Review

Mercer Global Advisors increased its White Mountains Insurance (WTM) stake by 22% in Q2 2026, buying an estimated $404K and bringing the position to 1,055 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Mercer Global Advisors first reported a position in WTM in Q1 2021 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Mercer Global Advisors held 1,055 shares of White Mountains Insurance worth $2.19M as of Q2 2026.
  • Mercer Global Advisors bought 189 White Mountains Insurance shares in Q2 2026, an estimated $404K.
  • White Mountains Insurance made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1279 holding.
  • Mercer Global Advisors first reported a position in White Mountains Insurance in Q1 2021 and has held it in 14 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.