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MV Capital Management’s White Mountains Insurance WTM Stock Holding History

MV Capital 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 		$6.22K Sell
3
-1
-25% -$2.14K ﹤0.01% 605
2026
Q1 		$8.79K Hold
4
– – ﹤0.01% 541
2025
Q4 		$8.31K Buy
4
+3
+300% +$5.87K ﹤0.01% 542
2025
Q3 		$1.67K Hold
1
– – ﹤0.01% 726
2025
Q2 		$1.8K Sell
1
-1
-50% -$1.78K ﹤0.01% 714
2025
Q1 		$3.85K Buy
2
+1
+100% +$1.88K ﹤0.01% 642
2024
Q4 		$1.95K Hold
1
– – ﹤0.01% 693
2024
Q3 		$1.7K Buy
+1
New +$1.74K ﹤0.01% 708

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

MV Capital Management's WTM Position: Q2 2026 in Review

MV Capital Management reduced its White Mountains Insurance (WTM) stake by 25% in Q2 2026, selling an estimated $2.14K and leaving 3 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

MV Capital Management first reported a position in WTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.79K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • MV Capital Management held 3 shares of White Mountains Insurance worth $6.22K as of Q2 2026.
  • MV Capital Management sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #605 holding.
  • MV Capital Management first reported a position in White Mountains Insurance in Q3 2024 and has held it in 8 quarters since.
  • MV Capital Management's White Mountains Insurance position peaked at $8.79K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.