Osaic Holdings
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Osaic Holdings’s White Mountains Insurance WTM Stock Holding History

Osaic Holdings’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 		$1.35M Buy
652
+2
+0.3% +$4.28K ﹤0.01% 2688
2026
Q1 		$1.43M Buy
650
+240
+59% +$514K ﹤0.01% 2371
2025
Q4 		$852K Sell
410
-3
-0.7% -$5.87K ﹤0.01% 2853
2025
Q3 		$731K Buy
413
+23
+6% +$41K ﹤0.01% 3073
2025
Q2 		$701K Buy
390
+19
+5% +$33.8K ﹤0.01% 2832
2025
Q1 		$714K Sell
371
-155
-29% -$292K ﹤0.01% 2538
2024
Q4 		$1.02M Buy
526
+140
+36% +$265K ﹤0.01% 2176
2024
Q3 		$655K Sell
386
-208
-35% -$363K ﹤0.01% 2625
2024
Q2 		$1.08M Buy
594
+231
+64% +$409K ﹤0.01% 2141
2024
Q1 		$651K Sell
363
-729
-67% -$1.22M ﹤0.01% 2720
2023
Q4 		$1.64M Sell
1,092
-366
-25% -$544K ﹤0.01% 2026
2023
Q3 		$2.18M Buy
1,458
+388
+36% +$596K ﹤0.01% 1915
2023
Q2 		$1.49M Sell
1,070
-31
-3% -$43.6K ﹤0.01% 2134
2023
Q1 		$1.52M Buy
1,101
+20
+2% +$28.7K ﹤0.01% 2072
2022
Q4 		$1.53M Sell
1,081
-22
-2% -$29.8K ﹤0.01% 1970
2022
Q3 		$1.44M Buy
1,103
+45
+4% +$58.2K ﹤0.01% 1891
2022
Q2 		$1.32M Sell
1,058
-958
-48% -$1.11M ﹤0.01% 2014
2022
Q1 		$5.85M Sell
2,016
-5
-0.2% -$5.24K 0.01% 1079
2021
Q4 		$2.05M Buy
2,021
+354
+21% +$374K ﹤0.01% 1757
2021
Q3 		$1.78M Sell
1,667
-374
-18% -$418K ﹤0.01% 1815
2021
Q2 		$2.35M Buy
2,041
+114
+6% +$133K 0.01% 1572
2021
Q1 		$2.15M Buy
1,927
+42
+2% +$47K 0.01% 1546
2020
Q4 		$1.89M Buy
1,885
+41
+2% +$38.6K 0.01% 1494
2020
Q3 		$1.44M Buy
1,844
+996
+117% +$861K ﹤0.01% 1556
2020
Q2 		$752K Sell
848
-52
-6% -$46.9K ﹤0.01% 1984
2020
Q1 		$820K Buy
+900
New +$932K ﹤0.01% 1685

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

Osaic Holdings's WTM Position: Q2 2026 in Review

Osaic Holdings increased its White Mountains Insurance (WTM) stake by 0.31% in Q2 2026, buying an estimated $4.28K and bringing the position to 652 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Osaic Holdings first reported a position in WTM in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.85M in Q1 2022. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Osaic Holdings held 652 shares of White Mountains Insurance worth $1.35M as of Q2 2026.
  • Osaic Holdings bought 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2688 holding.
  • Osaic Holdings first reported a position in White Mountains Insurance in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's White Mountains Insurance position peaked at $5.85M in Q1 2022.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.