Neuberger Berman Group
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Neuberger Berman Group’s White Mountains Insurance WTM Stock Holding History

Neuberger Berman Group’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 		$247M Sell
119,141
-5,574
-4% -$11.9M 0.16% 122
2026
Q1 		$274M Sell
124,715
-4,939
-4% -$10.6M 0.21% 93
2025
Q4 		$269M Buy
129,654
+14,639
+13% +$28.6M 0.2% 104
2025
Q3 		$192M Buy
115,015
+31,316
+37% +$55.9M 0.14% 165
2025
Q2 		$150M Buy
83,699
+26,835
+47% +$47.7M 0.12% 216
2025
Q1 		$110M Buy
56,864
+11,426
+25% +$21.5M 0.09% 264
2024
Q4 		$88.4M Buy
45,438
+12,328
+37% +$23.3M 0.07% 321
2024
Q3 		$56.2M Buy
33,110
+15,949
+93% +$27.8M 0.04% 424
2024
Q2 		$31.2M Buy
17,161
+16,147
+1,592% +$28.6M 0.03% 543
2024
Q1 		$1.82M Sell
1,014
-1,024
-50% -$1.72M ﹤0.01% 1137
2023
Q4 		$3.07M Buy
2,038
+1,012
+99% +$1.5M ﹤0.01% 1170
2023
Q3 		$1.53M Sell
1,026
-39
-4% -$59.9K ﹤0.01% 1142
2023
Q2 		$1.48M Sell
1,065
-7
-0.7% -$9.86K ﹤0.01% 1150
2023
Q1 		$1.48M Buy
1,072
+21
+2% +$30.1K ﹤0.01% 1152
2022
Q4 		$1.49M Sell
1,051
-9
-0.8% -$12.2K ﹤0.01% 1134
2022
Q3 		$1.38M Buy
1,060
+118
+13% +$153K ﹤0.01% 1172
2022
Q2 		$1.17M Buy
942
+1
+0.1% +$1.16K ﹤0.01% 1243
2022
Q1 		$1.07M Sell
941
-4
-0.4% -$4.19K ﹤0.01% 1333
2021
Q4 		$924K Buy
945
+205
+28% +$217K ﹤0.01% 1379
2021
Q3 		$755K Hold
740
– – ﹤0.01% 1374
2021
Q2 		$849K Sell
740
-1
-0.1% -$1.17K ﹤0.01% 1365
2021
Q1 		$826K Buy
741
+35
+5% +$39.1K ﹤0.01% 1371
2020
Q4 		$706K Buy
706
+11
+2% +$10.3K ﹤0.01% 1334
2020
Q3 		$541K Hold
695
– – ﹤0.01% 1334
2020
Q2 		$617K Sell
695
-185
-21% -$167K ﹤0.01% 1240
2020
Q1 		$801K Sell
880
-210
-19% -$217K ﹤0.01% 1141
2019
Q4 		$1.22M Hold
1,090
– – ﹤0.01% 1124
2019
Q3 		$1.18M Buy
1,090
+12
+1% +$12.8K ﹤0.01% 1118
2019
Q2 		$1.1M Sell
1,078
-2
-0.2% -$1.92K ﹤0.01% 1143
2019
Q1 		$999K Sell
1,080
-314
-23% -$284K ﹤0.01% 1119
2018
Q4 		$1.2M Sell
1,394
-92
-6% -$82K ﹤0.01% 1084
2018
Q3 		$1.39M Buy
1,486
+17
+1% +$15.8K ﹤0.01% 1123
2018
Q2 		$1.33M Buy
1,469
+22
+2% +$19.4K ﹤0.01% 1153
2018
Q1 		$1.19M Buy
1,447
+63
+5% +$52K ﹤0.01% 1143
2017
Q4 		$1.18M Buy
1,384
+37
+3% +$32.3K ﹤0.01% 1149
2017
Q3 		$1.15M Buy
1,347
+89
+7% +$76.5K ﹤0.01% 1120
2017
Q2 		$1.09M Buy
1,258
+114
+10% +$98.9K ﹤0.01% 1135
2017
Q1 		$1.01M Buy
1,144
+51
+5% +$45.7K ﹤0.01% 1149
2016
Q4 		$914K Sell
1,093
-28
-2% -$23.5K ﹤0.01% 1154
2016
Q3 		$930K Hold
1,121
– – ﹤0.01% 1121
2016
Q2 		$944K Sell
1,121
-514
-31% -$419K ﹤0.01% 1106
2016
Q1 		$1.31M Buy
1,635
+436
+36% +$326K ﹤0.01% 1049
2015
Q4 		$871K Buy
1,199
+99
+9% +$75.8K ﹤0.01% 1154
2015
Q3 		$822K Hold
1,100
– – ﹤0.01% 1203
2015
Q2 		$720K Hold
1,100
– – ﹤0.01% 1265
2015
Q1 		$753K Hold
1,100
– – ﹤0.01% 1263
2014
Q4 		$693K Hold
1,100
– – ﹤0.01% 1292
2014
Q3 		$693K Sell
1,100
-57
-5% -$35.6K ﹤0.01% 1314
2014
Q2 		$704K Sell
1,157
-102
-8% -$60.7K ﹤0.01% 1325
2014
Q1 		$755K Buy
1,259
+1
+0.1% +$584 ﹤0.01% 1263
2013
Q4 		$759K Buy
1,258
+408
+48% +$240K ﹤0.01% 1254
2013
Q3 		$482K Buy
850
+100
+13% +$58.1K ﹤0.01% 1323
2013
Q2 		$431K Buy
+750
New +$438K ﹤0.01% 1332

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Neuberger Berman Group's WTM Position: Q2 2026 in Review

Neuberger Berman Group reduced its White Mountains Insurance (WTM) stake by 4.5% in Q2 2026, selling an estimated $11.9M and leaving 119,141 shares worth $247M. The position accounts for 0.16% of the portfolio, ranked #122.

Neuberger Berman Group first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $274M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Neuberger Berman Group held 119,141 shares of White Mountains Insurance worth $247M as of Q2 2026.
  • Neuberger Berman Group sold 5,574 White Mountains Insurance shares in Q2 2026, an estimated $11.9M.
  • White Mountains Insurance made up 0.16% of Neuberger Berman Group's portfolio in Q2 2026, its #122 holding.
  • Neuberger Berman Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • Neuberger Berman Group's White Mountains Insurance position peaked at $274M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.