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Murray Stahl’s White Mountains Insurance WTM Stock Holding History

Murray Stahl’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 		$25.3M Sell
12,206
-906
-7% -$1.94M 0.29% 32
2026
Q1 		$28.8M Sell
13,112
-9
-0.1% -$19.3K 0.31% 30
2025
Q4 		$27.3M Buy
13,121
+37
+0.3% +$72.4K 0.37% 32
2025
Q3 		$21.9M Buy
13,084
+2,113
+19% +$3.77M 0.27% 39
2025
Q2 		$19.7M Sell
10,971
-374
-3% -$665K 0.23% 41
2025
Q1 		$21.8M Buy
11,345
+1,256
+12% +$2.36M 0.25% 37
2024
Q4 		$19.6M Buy
10,089
+2,951
+41% +$5.58M 0.24% 38
2024
Q3 		$12.1M Buy
7,138
+5,773
+423% +$10.1M 0.18% 45
2024
Q2 		$2.48M Buy
+1,365
New +$2.41M 0.04% 87
2022
Q4 		– Sell
-285
Closed -$371K – 350
2022
Q3 		$371K Buy
285
+50
+21% +$64.7K 0.01% 241
2022
Q2 		$293K Sell
235
-400
-63% -$465K 0.01% 276
2022
Q1 		$722K Sell
635
-199
-24% -$208K 0.01% 204
2021
Q4 		$846K Sell
834
-251
-23% -$265K 0.02% 194
2021
Q3 		$1.16M Buy
1,085
+52
+5% +$58.1K 0.03% 167
2021
Q2 		$1.19M Hold
1,033
– – 0.02% 167
2021
Q1 		$1.15M Hold
1,033
– – 0.03% 168
2020
Q4 		$1.03M Hold
1,033
– – 0.03% 165
2020
Q3 		$805K Buy
1,033
+395
+62% +$342K 0.03% 190
2020
Q2 		$567K Hold
638
– – 0.02% 218
2020
Q1 		$581K Hold
638
– – 0.03% 196
2019
Q4 		$712K Buy
638
+230
+56% +$251K 0.02% 208
2019
Q3 		$441K Hold
408
– – 0.01% 262
2019
Q2 		$417K Hold
408
– – 0.01% 278
2019
Q1 		$378K Buy
+408
New +$370K 0.01% 289

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

Murray Stahl's WTM Position: Q2 2026 in Review

Murray Stahl reduced its White Mountains Insurance (WTM) stake by 6.9% in Q2 2026, selling an estimated $1.94M and leaving 12,206 shares worth $25.3M. The position accounts for 0.29% of the portfolio, ranked #32.

Murray Stahl first reported a position in WTM in Q1 2019 and has held it in 24 quarters since. The position peaked at $28.8M in Q1 2026. 354 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Murray Stahl held 12,206 shares of White Mountains Insurance worth $25.3M as of Q2 2026.
  • Murray Stahl sold 906 White Mountains Insurance shares in Q2 2026, an estimated $1.94M.
  • White Mountains Insurance made up 0.29% of Murray Stahl's portfolio in Q2 2026, its #32 holding.
  • Murray Stahl first reported a position in White Mountains Insurance in Q1 2019 and has held it in 24 quarters since.
  • Murray Stahl's White Mountains Insurance position peaked at $28.8M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.