New York State Common Retirement Fund
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New York State Common Retirement Fund’s White Mountains Insurance WTM Stock Holding History

New York State Common Retirement Fund’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 		$5.25M Buy
2,532
+19
+0.8% +$40.7K 0.01% 1059
2026
Q1 		$5.52M Hold
2,513
– – 0.01% 985
2025
Q4 		$5.22M Sell
2,513
-6
-0.2% -$11.7K 0.01% 1018
2025
Q3 		$4.21M Hold
2,519
– – 0.01% 1140
2025
Q2 		$4.52M Sell
2,519
-204
-7% -$363K 0.01% 1099
2025
Q1 		$5.24M Hold
2,723
– – 0.01% 1026
2024
Q4 		$5.3M Hold
2,723
– – 0.01% 1079
2024
Q3 		$4.62M Hold
2,723
– – 0.01% 1127
2024
Q2 		$4.95M Buy
2,723
+141
+5% +$249K 0.01% 1132
2024
Q1 		$4.63M Sell
2,582
-501
-16% -$840K 0.01% 1149
2023
Q4 		$4.64M Buy
3,083
+1
+0% +$1.49K 0.01% 1139
2023
Q3 		$4.61M Sell
3,082
-500
-14% -$768K 0.01% 1152
2023
Q2 		$4.98M Buy
3,582
+20
+0.6% +$28.2K 0.01% 1170
2023
Q1 		$4.91M Sell
3,562
-500
-12% -$717K 0.01% 1171
2022
Q4 		$5.75M Sell
4,062
-201
-5% -$272K 0.01% 1118
2022
Q3 		$5.55M Sell
4,263
-2,590
-38% -$3.35M 0.01% 1107
2022
Q2 		$8.54M Sell
6,853
-1,223
-15% -$1.42M 0.01% 945
2022
Q1 		$9.18M Buy
8,076
+1,687
+26% +$1.77M 0.01% 1004
2021
Q4 		$6.48M Buy
6,389
+1,779
+39% +$1.88M 0.01% 1183
2021
Q3 		$4.93M Sell
4,610
-4
-0.1% -$4.47K 0.01% 1328
2021
Q2 		$5.3M Buy
4,614
+672
+17% +$785K 0.01% 1315
2021
Q1 		$4.39M Sell
3,942
-500
-11% -$559K ﹤0.01% 1344
2020
Q4 		$4.45M Sell
4,442
-500
-10% -$470K 0.01% 1306
2020
Q3 		$3.85M Sell
4,942
-500
-9% -$432K ﹤0.01% 1274
2020
Q2 		$4.83M Sell
5,442
-500
-8% -$451K 0.01% 1170
2020
Q1 		$5.41M Hold
5,942
– – 0.01% 1027
2019
Q4 		$6.63M Sell
5,942
-300
-5% -$327K 0.01% 1134
2019
Q3 		$6.74M Hold
6,242
– – 0.01% 1105
2019
Q2 		$6.38M Hold
6,242
– – 0.01% 1168
2019
Q1 		$5.78M Hold
6,242
– – 0.01% 1184
2018
Q4 		$5.35M Sell
6,242
-500
-7% -$446K 0.01% 1152
2018
Q3 		$6.31M Buy
6,742
+50
+0.7% +$46.3K 0.01% 1180
2018
Q2 		$6.07M Sell
6,692
-1,500
-18% -$1.32M 0.01% 1196
2018
Q1 		$6.74M Sell
8,192
-2,000
-20% -$1.65M 0.01% 1118
2017
Q4 		$8.68M Buy
10,192
+500
+5% +$437K 0.01% 1055
2017
Q3 		$8.31M Hold
9,692
– – 0.01% 1023
2017
Q2 		$8.42M Sell
9,692
-1,001
-9% -$868K 0.01% 1022
2017
Q1 		$9.41M Buy
10,693
+1
+0% +$896 0.01% 975
2016
Q4 		$8.94M Sell
10,692
-3,130
-23% -$2.62M 0.01% 988
2016
Q3 		$11.5M Sell
13,822
-500
-3% -$412K 0.02% 865
2016
Q2 		$12.1M Sell
14,322
-2,558
-15% -$2.09M 0.02% 844
2016
Q1 		$13.5M Buy
16,880
+230
+1% +$172K 0.02% 767
2015
Q4 		$12.1M Hold
16,650
– – 0.02% 816
2015
Q3 		$12.4M Buy
16,650
+9,181
+123% +$6.61M 0.02% 785
2015
Q2 		$4.89M Buy
+7,469
New +$4.95M 0.01% 1364

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

New York State Common Retirement Fund's WTM Position: Q2 2026 in Review

New York State Common Retirement Fund increased its White Mountains Insurance (WTM) stake by 0.76% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,532 shares worth $5.25M. The position accounts for 0.01% of the portfolio, ranked #1059.

New York State Common Retirement Fund first reported a position in WTM in Q2 2015 and has held it in 45 quarters since. The position peaked at $13.5M in Q1 2016. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • New York State Common Retirement Fund held 2,532 shares of White Mountains Insurance worth $5.25M as of Q2 2026.
  • New York State Common Retirement Fund bought 19 White Mountains Insurance shares in Q2 2026, an estimated $40.7K.
  • White Mountains Insurance made up 0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #1059 holding.
  • New York State Common Retirement Fund first reported a position in White Mountains Insurance in Q2 2015 and has held it in 45 quarters since.
  • New York State Common Retirement Fund's White Mountains Insurance position peaked at $13.5M in Q1 2016.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.