Ray Dalio
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Ray Dalio’s White Mountains Insurance WTM Stock Holding History

Ray Dalio’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
Q1 		$910K Buy
+414
New +$886K ﹤0.01% 803
2024
Q3 		– Sell
-756
Closed -$1.37M – 943
2024
Q2 		$1.37M Buy
+756
New +$1.34M 0.01% 607

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Ray Dalio's WTM Position: Q1 2026 in Review

Ray Dalio opened a new position in White Mountains Insurance (WTM) in Q1 2026: 414 shares worth $910K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Ray Dalio previously reported a position in WTM as recently as Q2 2024.

Ray Dalio first reported a position in WTM in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.37M in Q2 2024. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Ray Dalio held 414 shares of White Mountains Insurance worth $910K as of Q1 2026.
  • White Mountains Insurance was a new Ray Dalio position in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #803 holding.
  • Ray Dalio first reported a position in White Mountains Insurance in Q2 2024 and has held it in 2 quarters since.
  • Ray Dalio's White Mountains Insurance position peaked at $1.37M in Q2 2024.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.