Morgan Stanley
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Morgan Stanley’s White Mountains Insurance WTM Stock Holding History

Morgan Stanley’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 		$97.2M Sell
46,866
-12,429
-21% -$26.6M 0.01% 1590
2026
Q1 		$130M Sell
59,295
-22,856
-28% -$48.9M 0.01% 1223
2025
Q4 		$171M Sell
82,151
-56,711
-41% -$111M 0.01% 1037
2025
Q3 		$232M Sell
138,862
-26,202
-16% -$46.8M 0.01% 841
2025
Q2 		$296M Sell
165,064
-5,567
-3% -$9.9M 0.02% 684
2025
Q1 		$329M Sell
170,631
-7,060
-4% -$13.3M 0.02% 626
2024
Q4 		$346M Sell
177,691
-1,346
-0.8% -$2.54M 0.02% 606
2024
Q3 		$304M Sell
179,037
-5,898
-3% -$10.3M 0.02% 640
2024
Q2 		$336M Sell
184,935
-595
-0.3% -$1.05M 0.03% 585
2024
Q1 		$333M Sell
185,530
-12,471
-6% -$20.9M 0.03% 592
2023
Q4 		$298M Sell
198,001
-4,922
-2% -$7.32M 0.03% 598
2023
Q3 		$304M Buy
202,923
+914
+0.5% +$1.4M 0.03% 546
2023
Q2 		$281M Buy
202,009
+1,110
+0.6% +$1.56M 0.03% 584
2023
Q1 		$277M Buy
200,899
+11,228
+6% +$16.1M 0.03% 586
2022
Q4 		$268M Buy
189,671
+166,320
+712% +$225M 0.03% 567
2022
Q3 		$30.4M Buy
23,351
+703
+3% +$909K ﹤0.01% 1756
2022
Q2 		$28.2M Buy
22,648
+18,662
+468% +$21.7M ﹤0.01% 1913
2022
Q1 		$4.53M Buy
3,986
+253
+7% +$265K ﹤0.01% 3791
2021
Q4 		$3.79M Sell
3,733
-1,143
-23% -$1.21M ﹤0.01% 4004
2021
Q3 		$5.22M Buy
4,876
+282
+6% +$315K ﹤0.01% 3644
2021
Q2 		$5.27M Sell
4,594
-758
-14% -$885K ﹤0.01% 3726
2021
Q1 		$5.97M Buy
5,352
+2,547
+91% +$2.85M ﹤0.01% 3229
2020
Q4 		$2.81M Sell
2,805
-3,334
-54% -$3.14M ﹤0.01% 3858
2020
Q3 		$4.78M Buy
6,139
+3,256
+113% +$2.82M ﹤0.01% 2758
2020
Q2 		$2.56M Sell
2,883
-1,351
-32% -$1.22M ﹤0.01% 3357
2020
Q1 		$3.85M Buy
4,234
+979
+30% +$1.01M ﹤0.01% 2704
2019
Q4 		$3.63M Buy
3,255
+795
+32% +$867K ﹤0.01% 3533
2019
Q3 		$2.66M Sell
2,460
-28
-1% -$29.9K ﹤0.01% 3536
2019
Q2 		$2.54M Sell
2,488
-101
-4% -$97.2K ﹤0.01% 3586
2019
Q1 		$2.4M Sell
2,589
-2,814
-52% -$2.55M ﹤0.01% 3432
2018
Q4 		$4.63M Buy
5,403
+1,891
+54% +$1.69M ﹤0.01% 2998
2018
Q3 		$3.29M Sell
3,512
-3,757
-52% -$3.48M ﹤0.01% 3598
2018
Q2 		$6.59M Buy
7,269
+4,437
+157% +$3.91M ﹤0.01% 2842
2018
Q1 		$2.33M Buy
2,832
+552
+24% +$456K ﹤0.01% 3851
2017
Q4 		$1.94M Buy
2,280
+88
+4% +$76.9K ﹤0.01% 4062
2017
Q3 		$1.88M Sell
2,192
-6,632
-75% -$5.7M ﹤0.01% 3948
2017
Q2 		$7.66M Buy
8,824
+233
+3% +$202K ﹤0.01% 2428
2017
Q1 		$7.56M Buy
8,591
+1,873
+28% +$1.68M ﹤0.01% 2472
2016
Q4 		$5.62M Buy
6,718
+4,780
+247% +$4.01M ﹤0.01% 2864
2016
Q3 		$1.61M Sell
1,938
-1,094
-36% -$901K ﹤0.01% 3679
2016
Q2 		$2.55M Sell
3,032
-4
-0.1% -$3.26K ﹤0.01% 3221
2016
Q1 		$2.44M Sell
3,036
-711
-19% -$532K ﹤0.01% 3185
2015
Q4 		$2.72M Buy
3,747
+1,211
+48% +$927K ﹤0.01% 3223
2015
Q3 		$1.9M Sell
2,536
-339
-12% -$244K ﹤0.01% 3568
2015
Q2 		$1.88M Buy
2,875
+989
+52% +$656K ﹤0.01% 3690
2015
Q1 		$1.29M Sell
1,886
-1,153
-38% -$761K ﹤0.01% 3942
2014
Q4 		$1.92M Sell
3,039
-1,868
-38% -$1.19M ﹤0.01% 3606
2014
Q3 		$3.09M Buy
4,907
+3,478
+243% +$2.17M ﹤0.01% 3078
2014
Q2 		$870K Sell
1,429
-11,708
-89% -$6.97M ﹤0.01% 4169
2014
Q1 		$7.88M Buy
13,137
+8,523
+185% +$4.97M ﹤0.01% 2154
2013
Q4 		$2.78M Sell
4,614
-773
-14% -$456K ﹤0.01% 3120
2013
Q3 		$3.06M Sell
5,387
-1,210
-18% -$703K ﹤0.01% 2883
2013
Q2 		$3.79M Buy
+6,597
New +$3.85M ﹤0.01% 2589

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

Morgan Stanley's WTM Position: Q2 2026 in Review

Morgan Stanley reduced its White Mountains Insurance (WTM) stake by 21% in Q2 2026, selling an estimated $26.6M and leaving 46,866 shares worth $97.2M. The position accounts for 0.01% of the portfolio, ranked #1590.

Morgan Stanley first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $346M in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Morgan Stanley held 46,866 shares of White Mountains Insurance worth $97.2M as of Q2 2026.
  • Morgan Stanley sold 12,429 White Mountains Insurance shares in Q2 2026, an estimated $26.6M.
  • White Mountains Insurance made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1590 holding.
  • Morgan Stanley first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's White Mountains Insurance position peaked at $346M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.