Nisa Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Nisa Investment Advisors’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	$1.56M	Buy	754 +16	+2%	+$34.2K	﹤0.01%	686
2026 Q1	$1.62M	Buy	738 +4	+0.5%	+$8.56K	0.01%	658
2025 Q4	$1.53M	Hold	734	–	–	0.01%	709
2025 Q3	$1.23M	Buy	734 +3	+0.4%	+$5.35K	﹤0.01%	786
2025 Q2	$1.31M	Buy	731 +1	+0.1%	+$1.78K	0.01%	739
2025 Q1	$1.41M	Sell	730 -370	-34%	-$696K	0.01%	735
2024 Q4	$2.14M	Hold	1,100	–	–	0.01%	662
2024 Q3	$1.87M	Hold	1,100	–	–	0.01%	702
2024 Q2	$2M	Hold	1,100	–	–	0.01%	697
2024 Q1	$1.97M	Hold	1,100	–	–	0.01%	695
2023 Q4	$1.66M	Hold	1,100	–	–	0.01%	715
2023 Q3	$1.65M	Hold	1,100	–	–	0.01%	722
2023 Q2	$1.53M	Hold	1,100	–	–	0.01%	756
2023 Q1	$1.51M	Hold	1,100	–	–	0.01%	737
2022 Q4	$1.56M	Hold	1,100	–	–	0.01%	799
2022 Q3	$1.43M	Hold	1,100	–	–	0.01%	721
2022 Q2	$1.37M	Hold	1,100	–	–	0.01%	741
2022 Q1	$1.25M	Hold	1,100	–	–	0.01%	795
2021 Q4	$1.15M	Hold	1,100	–	–	0.01%	790
2021 Q3	$1.18M	Hold	1,100	–	–	0.01%	862
2021 Q2	$1.26M	Hold	1,100	–	–	0.01%	860
2021 Q1	$1.23M	Hold	1,100	–	–	0.01%	879
2020 Q4	$1.1M	Hold	1,100	–	–	0.01%	886
2020 Q3	$857K	Hold	1,100	–	–	0.01%	856
2020 Q2	$977K	Hold	1,100	–	–	0.01%	794
2020 Q1	$1M	Sell	1,100 -800	-42%	-$828K	0.01%	700
2019 Q4	$2.12M	Sell	1,900 -800	-30%	-$873K	0.02%	623
2019 Q3	$2.92M	Hold	2,700	–	–	0.03%	522
2019 Q2	$2.76M	Hold	2,700	–	–	0.03%	532
2019 Q1	$2.5M	Hold	2,700	–	–	0.02%	557
2018 Q4	$2.32M	Hold	2,700	–	–	0.03%	532
2018 Q3	$2.53M	Hold	2,700	–	–	0.02%	571
2018 Q2	$2.45M	Hold	2,700	–	–	0.03%	551
2018 Q1	$2.2M	Buy	2,700 +800	+42%	+$660K	0.02%	574
2017 Q4	$1.62M	Hold	1,900	–	–	0.02%	669
2017 Q3	$1.63M	Hold	1,900	–	–	0.02%	650
2017 Q2	$1.64M	Hold	1,900	–	–	0.02%	653
2017 Q1	$1.67M	Hold	1,900	–	–	0.02%	659
2016 Q4	$1.59M	Hold	1,900	–	–	0.02%	676
2016 Q3	$1.58M	Hold	1,900	–	–	0.02%	638
2016 Q2	$1.6M	Hold	1,900	–	–	0.02%	619
2016 Q1	$1.52M	Hold	1,900	–	–	0.02%	619
2015 Q4	$1.38M	Hold	1,900	–	–	0.02%	644
2015 Q3	$1.42M	Hold	1,900	–	–	0.02%	630
2015 Q2	$1.24M	Sell	1,900 -200	-10%	-$133K	0.02%	709
2015 Q1	$1.44M	Hold	2,100	–	–	0.02%	670
2014 Q4	$1.32M	Hold	2,100	–	–	0.02%	691
2014 Q3	$1.32M	Sell	2,100 -100	-5%	-$62.4K	0.02%	678
2014 Q2	$1.34M	Hold	2,200	–	–	0.02%	693
2014 Q1	$1.32M	Hold	2,200	–	–	0.02%	695
2013 Q4	$1.33M	Hold	2,200	–	–	0.02%	705
2013 Q3	$1.25M	Sell	2,200 -100	-4%	-$58.1K	0.02%	688
2013 Q2	$1.32M	Buy	+2,300	New	+$1.34M	0.02%	663

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Nisa Investment Advisors's WTM Position: Q2 2026 in Review

Nisa Investment Advisors increased its White Mountains Insurance (WTM) stake by 2.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 754 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Nisa Investment Advisors first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.92M in Q3 2019. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Nisa Investment Advisors held 754 shares of White Mountains Insurance worth $1.56M as of Q2 2026.
Nisa Investment Advisors bought 16 White Mountains Insurance shares in Q2 2026, an estimated $34.2K.
White Mountains Insurance made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #686 holding.
Nisa Investment Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
Nisa Investment Advisors's White Mountains Insurance position peaked at $2.92M in Q3 2019.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.