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O'Shaughnessy Asset Management’s White Mountains Insurance WTM Stock Holding History

O'Shaughnessy Asset 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 		$1.74M Sell
841
-169
-17% -$362K 0.01% 975
2026
Q1 		$2.22M Buy
1,010
+76
+8% +$163K 0.01% 828
2025
Q4 		$1.94M Sell
934
-49
-5% -$95.8K 0.01% 854
2025
Q3 		$1.64M Buy
983
+44
+5% +$78.5K 0.01% 907
2025
Q2 		$1.69M Sell
939
-118
-11% -$210K 0.01% 845
2025
Q1 		$2.04M Sell
1,057
-8
-0.8% -$15.1K 0.02% 685
2024
Q4 		$2.07M Buy
1,065
+48
+5% +$90.7K 0.02% 641
2024
Q3 		$1.88M Sell
1,017
-8
-0.8% -$13.9K 0.02% 665
2024
Q2 		$1.86M Sell
1,025
-13
-1% -$23K 0.02% 622
2024
Q1 		$1.86M Buy
1,038
+7
+0.7% +$11.7K 0.02% 603
2023
Q4 		$1.55M Buy
1,031
+292
+40% +$434K 0.02% 600
2023
Q3 		$1.11M Buy
739
+219
+42% +$336K 0.02% 660
2023
Q2 		$722K Sell
520
-201
-28% -$283K 0.01% 760
2023
Q1 		$993K Buy
721
+15
+2% +$21.5K 0.02% 656
2022
Q4 		$999K Hold
706
– – 0.02% 595
2022
Q3 		$920K Buy
706
+348
+97% +$450K 0.02% 577
2022
Q2 		$446K Buy
358
+47
+15% +$54.6K 0.01% 725
2022
Q1 		$353K Buy
311
+105
+51% +$110K 0.01% 838
2021
Q4 		$209K Buy
206
+80
+63% +$84.5K ﹤0.01% 1043
2021
Q3 		$135K Buy
126
+108
+600% +$121K ﹤0.01% 1231
2021
Q2 		$21K Hold
18
– – ﹤0.01% 1832
2021
Q1 		$20K Buy
18
+6
+50% +$6.71K ﹤0.01% 1638
2020
Q4 		$12K Hold
12
– – ﹤0.01% 1525
2020
Q3 		$9K Hold
12
– – ﹤0.01% 1394
2020
Q2 		$11K Buy
+12
New +$10.8K ﹤0.01% 1253
2020
Q1 		– Sell
-124
Closed -$138K – 1858
2019
Q4 		$138K Buy
+124
New +$135K ﹤0.01% 707

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

O'Shaughnessy Asset Management's WTM Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its White Mountains Insurance (WTM) stake by 17% in Q2 2026, selling an estimated $362K and leaving 841 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #975.

O'Shaughnessy Asset Management first reported a position in WTM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.22M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • O'Shaughnessy Asset Management held 841 shares of White Mountains Insurance worth $1.74M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 169 White Mountains Insurance shares in Q2 2026, an estimated $362K.
  • White Mountains Insurance made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #975 holding.
  • O'Shaughnessy Asset Management first reported a position in White Mountains Insurance in Q4 2019 and has held it in 26 quarters since.
  • O'Shaughnessy Asset Management's White Mountains Insurance position peaked at $2.22M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.