RP
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Reinhart Partners’s White Mountains Insurance WTM Stock Holding History

Reinhart Partners’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 		$92.3M Buy
44,480
+7,106
+19% +$15.2M 2.11% 25
2026
Q1 		$82.1M Sell
37,374
-6,599
-15% -$14.1M 2.36% 22
2025
Q4 		$91.4M Buy
43,973
+2,364
+6% +$4.62M 2.74% 17
2025
Q3 		$69.6M Sell
41,609
-85
-0.2% -$152K 2.26% 20
2025
Q2 		$74.9M Sell
41,694
-784
-2% -$1.39M 2.56% 13
2025
Q1 		$81.8M Buy
42,478
+4,206
+11% +$7.92M 2.98% 9
2024
Q4 		$74.4M Sell
38,272
-1,097
-3% -$2.07M 2.86% 8
2024
Q3 		$66.8M Buy
39,369
+1,490
+4% +$2.6M 2.54% 15
2024
Q2 		$68.8M Sell
37,879
-346
-0.9% -$612K 2.86% 9
2024
Q1 		$68.6M Buy
38,225
+406
+1% +$681K 2.79% 11
2023
Q4 		$56.9M Buy
37,819
+960
+3% +$1.43M 2.5% 12
2023
Q3 		$55.1M Sell
36,859
-3,267
-8% -$5.02M 2.86% 5
2023
Q2 		$55.7M Buy
40,126
+7
+0% +$9.86K 2.82% 5
2023
Q1 		$55.3M Sell
40,119
-943
-2% -$1.35M 2.99% 5
2022
Q4 		$58.1M Sell
41,062
-651
-2% -$882K 3.15% 5
2022
Q3 		$54.4M Sell
41,713
-2,631
-6% -$3.4M 3.35% 4
2022
Q2 		$55.3M Buy
44,344
+29,464
+198% +$34.2M 3.03% 3
2022
Q1 		$64.3M Sell
14,880
-39,682
-73% -$41.5M 3.11% 4
2021
Q4 		$56.6M Sell
54,562
-1,198
-2% -$1.27M 2.72% 6
2021
Q3 		$59.6M Sell
55,760
-2,681
-5% -$2.99M 3.03% 3
2021
Q2 		$67.1M Buy
58,441
+2,678
+5% +$3.13M 3.33% 2
2021
Q1 		$62.2M Buy
55,763
+4,311
+8% +$4.82M 3.23% 2
2020
Q4 		$51.5M Buy
51,452
+7,051
+16% +$6.63M 3.13% 2
2020
Q3 		$34.6M Buy
44,401
+2,358
+6% +$2.04M 2.6% 3
2020
Q2 		$37.3M Sell
42,043
-1,576
-4% -$1.42M 2.83% 4
2020
Q1 		$39.7M Sell
43,619
-3,400
-7% -$3.52M 3.85% 2
2019
Q4 		$52.5M Buy
47,019
+7,398
+19% +$8.07M 3.86% 1
2019
Q3 		$42.8M Sell
39,621
-1,147
-3% -$1.22M 3.98% 1
2019
Q2 		$41.6M Buy
40,768
+919
+2% +$884K 3.67% 1
2019
Q1 		$36.9M Sell
39,849
-396
-1% -$359K 3.45% 1
2018
Q4 		$34.5M Sell
40,245
-1,590
-4% -$1.42M 3.69% 1
2018
Q3 		$39.2M Buy
41,835
+391
+0.9% +$362K 3.54% 1
2018
Q2 		$37.6M Buy
41,444
+731
+2% +$644K 3.61% 1
2018
Q1 		$33.5M Buy
40,713
+554
+1% +$457K 3.45% 1
2017
Q4 		$34.2M Buy
40,159
+610
+2% +$533K 3.38% 3
2017
Q3 		$33.9M Buy
39,549
+4,540
+13% +$3.9M 3.58% 2
2017
Q2 		$30.4M Sell
35,009
-1,177
-3% -$1.02M 3.04% 1
2017
Q1 		$31.8M Sell
36,186
-1,383
-4% -$1.24M 2.86% 5
2016
Q4 		$31.4M Sell
37,569
-1,341
-3% -$1.12M 2.89% 5
2016
Q3 		$32.3M Sell
38,910
-2,214
-5% -$1.82M 3.21% 2
2016
Q2 		$34.6M Sell
41,124
-1,118
-3% -$912K 3.47% 1
2016
Q1 		$33.9M Sell
42,242
-1,524
-3% -$1.14M 3.49% 2
2015
Q4 		$31.8M Sell
43,766
-3,391
-7% -$2.6M 3.41% 1
2015
Q3 		$35.2M Sell
47,157
-815
-2% -$586K 3.55% 1
2015
Q2 		$31.4M Sell
47,972
-972
-2% -$645K 2.91% 2
2015
Q1 		$33.5M Sell
48,944
-309
-0.6% -$204K 2.44% 3
2014
Q4 		$31M Sell
49,253
-4,747
-9% -$3.02M 2.31% 3
2014
Q3 		$34M Buy
54,000
+2,396
+5% +$1.5M 2.48% 3
2014
Q2 		$31.4M Buy
51,604
+3,923
+8% +$2.34M 2.25% 3
2014
Q1 		$28.6M Buy
47,681
+8,125
+21% +$4.74M 2.15% 3
2013
Q4 		$23.9M Buy
39,556
+3,050
+8% +$1.8M 1.9% 11
2013
Q3 		$20.7M Buy
36,506
+18,048
+98% +$10.5M 1.75% 12
2013
Q2 		$10.6M Buy
+18,458
New +$10.8M 0.97% 45

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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $206M AUM
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return