Principal Financial Group
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Principal Financial Group’s White Mountains Insurance WTM Stock Holding History

Principal Financial 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
2025
Q2 		– Sell
-125
Closed -$241K – 2326
2025
Q1 		$241K Sell
125
-3
-2% -$5.65K ﹤0.01% 2030
2024
Q4 		$249K Sell
128
-30
-19% -$56.7K ﹤0.01% 2070
2024
Q3 		$268K Sell
158
-31
-16% -$54.1K ﹤0.01% 2048
2024
Q2 		$343K Sell
189
-27
-13% -$47.8K ﹤0.01% 2035
2024
Q1 		$388K Buy
216
+65
+43% +$109K ﹤0.01% 2037
2023
Q4 		$227K Sell
151
-53
-26% -$78.8K ﹤0.01% 2128
2023
Q3 		$305K Buy
204
+21
+11% +$32.2K ﹤0.01% 2060
2023
Q2 		$254K Sell
183
-71
-28% -$100K ﹤0.01% 2122
2023
Q1 		$350K Buy
254
+2
+0.8% +$2.87K ﹤0.01% 2054
2022
Q4 		$356K Sell
252
-64
-20% -$86.7K ﹤0.01% 2058
2022
Q3 		$412K Buy
316
+19
+6% +$24.6K ﹤0.01% 2004
2022
Q2 		$370K Buy
297
+14
+5% +$16.3K ﹤0.01% 2134
2022
Q1 		$322K Buy
+283
New +$296K ﹤0.01% 2221
2021
Q4 		– Sell
-232
Closed -$248K – 2655
2021
Q3 		$248K Sell
232
-9
-4% -$10.1K ﹤0.01% 2368
2021
Q2 		$277K Buy
241
+33
+16% +$38.5K ﹤0.01% 2388
2021
Q1 		$232K Buy
+208
New +$233K ﹤0.01% 2343
2020
Q3 		– Sell
-253
Closed -$225K – 2362
2020
Q2 		$225K Sell
253
-68
-21% -$61.3K ﹤0.01% 2158
2020
Q1 		$292K Buy
321
+48
+18% +$49.7K ﹤0.01% 1973
2019
Q4 		$305K Sell
273
-16
-6% -$17.5K ﹤0.01% 2052
2019
Q3 		$312K Buy
289
+6
+2% +$6.4K ﹤0.01% 2049
2019
Q2 		$289K Buy
+283
New +$272K ﹤0.01% 2074
2018
Q3 		– Sell
-344
Closed -$312K – 2321
2018
Q2 		$312K Sell
344
-60,004
-99% -$52.9M ﹤0.01% 2073
2018
Q1 		$49.6M Sell
60,348
-92,446
-61% -$76.3M 0.05% 413
2017
Q4 		$130M Sell
152,794
-1,475
-1% -$1.29M 0.12% 226
2017
Q3 		$132M Buy
154,269
+201
+0.1% +$173K 0.13% 205
2017
Q2 		$134M Buy
154,068
+1,287
+0.8% +$1.12M 0.13% 198
2017
Q1 		$134M Sell
152,781
-613
-0.4% -$549K 0.16% 146
2016
Q4 		$128M Buy
153,394
+810
+0.5% +$679K 0.16% 141
2016
Q3 		$127M Buy
152,584
+1,293
+0.9% +$1.07M 0.17% 137
2016
Q2 		$127M Sell
151,291
-3,480
-2% -$2.84M 0.18% 137
2016
Q1 		$124M Sell
154,771
-1,070
-0.7% -$800K 0.18% 140
2015
Q4 		$113M Sell
155,841
-5,288
-3% -$4.05M 0.17% 156
2015
Q3 		$120M Sell
161,129
-1,366
-0.8% -$983K 0.19% 146
2015
Q2 		$106M Sell
162,495
-2,563
-2% -$1.7M 0.16% 174
2015
Q1 		$113M Sell
165,058
-5,818
-3% -$3.84M 0.17% 173
2014
Q4 		$108M Buy
170,876
+843
+0.5% +$536K 0.17% 170
2014
Q3 		$107M Buy
170,033
+721
+0.4% +$450K 0.18% 152
2014
Q2 		$103M Buy
169,312
+403
+0.2% +$240K 0.17% 157
2014
Q1 		$101M Sell
168,909
-858
-0.5% -$501K 0.18% 150
2013
Q4 		$102M Buy
169,767
+3,784
+2% +$2.23M 0.19% 141
2013
Q3 		$94.2M Buy
165,983
+7,188
+5% +$4.17M 0.19% 139
2013
Q2 		$91.3M Buy
+158,795
New +$92.7M 0.2% 134

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group's WTM Position: Q2 2025 in Review

Principal Financial Group sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 125 shares — an estimated $241K sold.

Principal Financial Group first reported a position in WTM in Q2 2013 and held it in 42 quarters. The position peaked at $134M in Q1 2017. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Principal Financial Group reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 125 White Mountains Insurance shares in Q2 2025, an estimated $241K.
  • Principal Financial Group first reported a position in White Mountains Insurance in Q2 2013 and held it in 42 quarters.
  • Principal Financial Group's White Mountains Insurance position peaked at $134M in Q1 2017.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.