MGO One Seven’s White Mountains Insurance WTM Stock Holding History

MGO One Seven’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	$400K	Sell	193 -15	-7%	-$32.1K	0.01%	1078
2026 Q1	$457K	Buy	208 +4	+2%	+$8.56K	0.01%	938
2025 Q4	$424K	Buy	204 +17	+9%	+$33.2K	0.01%	955
2025 Q3	$313K	Buy	187 +12	+7%	+$21.4K	0.01%	1015
2025 Q2	$314K	Hold	175	–	–	0.01%	916
2025 Q1	$337K	Sell	175 -1	-0.6%	-$1.88K	0.01%	765
2024 Q4	$342K	Buy	+176	New	+$333K	0.01%	786
2023 Q2	–	Sell	-3,531	Closed	-$4.86M	–	917
2023 Q1	$4.86M	Buy	+3,531	New	+$5.06M	0.31%	85
2019 Q1	–	Sell	-5	Closed	-$4K	–	1648
2018 Q4	$4K	Buy	+5	New	+$4.46K	﹤0.01%	1442
2018 Q1	$4K	Hold	5	–	–	﹤0.01%	1391
2017 Q4	$4K	Buy	+5	New	+$4.37K	﹤0.01%	1382

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

MGO One Seven's WTM Position: Q2 2026 in Review

MGO One Seven reduced its White Mountains Insurance (WTM) stake by 7.2% in Q2 2026, selling an estimated $32.1K and leaving 193 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1078.

MGO One Seven first reported a position in WTM in Q4 2017 and has held it in 11 quarters since. The position peaked at $4.86M in Q1 2023. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

MGO One Seven held 193 shares of White Mountains Insurance worth $400K as of Q2 2026.
MGO One Seven sold 15 White Mountains Insurance shares in Q2 2026, an estimated $32.1K.
White Mountains Insurance made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1078 holding.
MGO One Seven first reported a position in White Mountains Insurance in Q4 2017 and has held it in 11 quarters since.
MGO One Seven's White Mountains Insurance position peaked at $4.86M in Q1 2023.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.