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Resona Asset Management’s White Mountains Insurance WTM Stock Holding History

Resona 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 		$817K Sell
394
-49
-11% -$105K ﹤0.01% 653
2026
Q1 		$973K Hold
443
– – ﹤0.01% 641
2025
Q4 		$921K Sell
443
-9
-2% -$17.6K ﹤0.01% 645
2025
Q3 		$756K Sell
452
-35
-7% -$62.5K ﹤0.01% 658
2025
Q2 		$875K Buy
487
+16
+3% +$28.5K ﹤0.01% 648
2025
Q1 		$907K Hold
471
– – 0.01% 645
2024
Q4 		$916K Buy
471
+13
+3% +$24.6K 0.01% 653
2024
Q3 		$777K Hold
458
– – ﹤0.01% 670
2024
Q2 		$832K Sell
458
-32
-7% -$56.6K 0.01% 668
2024
Q1 		$879K Buy
+490
New +$821K 0.01% 677

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

Resona Asset Management's WTM Position: Q2 2026 in Review

Resona Asset Management reduced its White Mountains Insurance (WTM) stake by 11% in Q2 2026, selling an estimated $105K and leaving 394 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Resona Asset Management first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $973K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Resona Asset Management held 394 shares of White Mountains Insurance worth $817K as of Q2 2026.
  • Resona Asset Management sold 49 White Mountains Insurance shares in Q2 2026, an estimated $105K.
  • White Mountains Insurance made up ﹤0.01% of Resona Asset Management's portfolio in Q2 2026, its #653 holding.
  • Resona Asset Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • Resona Asset Management's White Mountains Insurance position peaked at $973K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.