RhumbLine Advisers
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RhumbLine Advisers’s White Mountains Insurance WTM Stock Holding History

RhumbLine Advisers’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 		$8.08M Sell
3,898
-234
-6% -$501K 0.01% 1209
2026
Q1 		$9.08M Sell
4,132
-33
-0.8% -$70.7K 0.01% 1106
2025
Q4 		$8.65M Sell
4,165
-67
-2% -$131K 0.01% 1126
2025
Q3 		$7.07M Sell
4,232
-48
-1% -$85.6K 0.01% 1248
2025
Q2 		$7.69M Sell
4,280
-192
-4% -$341K 0.01% 1182
2025
Q1 		$8.61M Sell
4,472
-77
-2% -$145K 0.01% 1086
2024
Q4 		$8.85M Buy
4,549
+16
+0.4% +$30.2K 0.01% 1119
2024
Q3 		$7.69M Sell
4,533
-14
-0.3% -$24.4K 0.01% 1190
2024
Q2 		$8.26M Sell
4,547
-276
-6% -$488K 0.01% 1125
2024
Q1 		$8.65M Sell
4,823
-349
-7% -$585K 0.01% 1126
2023
Q4 		$7.78M Buy
5,172
+570
+12% +$847K 0.01% 1178
2023
Q3 		$6.88M Sell
4,602
-51
-1% -$78.3K 0.01% 1175
2023
Q2 		$6.46M Buy
4,653
+261
+6% +$367K 0.01% 1231
2023
Q1 		$6.05M Sell
4,392
-97
-2% -$139K 0.01% 1215
2022
Q4 		$6.35M Sell
4,489
-102
-2% -$138K 0.01% 1152
2022
Q3 		$5.98M Buy
4,591
+83
+2% +$107K 0.01% 1132
2022
Q2 		$5.62M Sell
4,508
-228
-5% -$265K 0.01% 1186
2022
Q1 		$5.38M Sell
4,736
-225
-5% -$236K 0.01% 1266
2021
Q4 		$5.03M Buy
4,961
+40
+0.8% +$42.3K 0.01% 1353
2021
Q3 		$5.26M Buy
4,921
+293
+6% +$327K 0.01% 1337
2021
Q2 		$5.31M Sell
4,628
-110
-2% -$128K 0.01% 1396
2021
Q1 		$5.28M Sell
4,738
-91
-2% -$102K 0.01% 1375
2020
Q4 		$4.83M Buy
4,829
+90
+2% +$84.7K 0.01% 1373
2020
Q3 		$3.69M Sell
4,739
-214
-4% -$185K 0.01% 1341
2020
Q2 		$4.4M Sell
4,953
-35
-0.7% -$31.5K 0.01% 1289
2020
Q1 		$4.54M Buy
4,988
+500
+11% +$518K 0.01% 1076
2019
Q4 		$5.01M Buy
4,488
+422
+10% +$460K 0.01% 1253
2019
Q3 		$4.39M Sell
4,066
-1
-0% -$1.07K 0.01% 1261
2019
Q2 		$4.15M Sell
4,067
-30
-0.7% -$28.9K 0.01% 1301
2019
Q1 		$3.79M Sell
4,097
-437
-10% -$396K 0.01% 1339
2018
Q4 		$3.89M Buy
4,534
+94
+2% +$83.8K 0.01% 1251
2018
Q3 		$4.16M Sell
4,440
-259
-6% -$240K 0.01% 1225
2018
Q2 		$4.26M Sell
4,699
-740
-14% -$652K 0.01% 1212
2018
Q1 		$4.47M Sell
5,439
-314
-5% -$259K 0.01% 1113
2017
Q4 		$4.9M Sell
5,753
-221
-4% -$193K 0.01% 1079
2017
Q3 		$5.12M Buy
5,974
+61
+1% +$52.4K 0.01% 1020
2017
Q2 		$5.14M Sell
5,913
-193
-3% -$167K 0.01% 989
2017
Q1 		$5.37M Buy
6,106
+105
+2% +$94.1K 0.01% 961
2016
Q4 		$5.02M Buy
6,001
+260
+5% +$218K 0.01% 932
2016
Q3 		$4.76M Buy
5,741
+88
+2% +$72.5K 0.01% 910
2016
Q2 		$4.76M Sell
5,653
-250
-4% -$204K 0.01% 848
2016
Q1 		$4.74M Buy
5,903
+81
+1% +$60.6K 0.01% 863
2015
Q4 		$4.23M Buy
5,822
+168
+3% +$129K 0.01% 903
2015
Q3 		$4.22M Buy
5,654
+155
+3% +$112K 0.01% 898
2015
Q2 		$3.6M Buy
5,499
+1,225
+29% +$813K 0.01% 1039
2015
Q1 		$2.93M Buy
4,274
+50
+1% +$33K 0.01% 1145
2014
Q4 		$2.66M Buy
4,224
+67
+2% +$42.6K 0.01% 1165
2014
Q3 		$2.62M Buy
4,157
+25
+0.6% +$15.6K 0.01% 1152
2014
Q2 		$2.51M Sell
4,132
-39
-0.9% -$23.2K 0.01% 1222
2014
Q1 		$2.5M Sell
4,171
-113
-3% -$65.9K 0.01% 1205
2013
Q4 		$2.58M Sell
4,284
-405
-9% -$239K 0.01% 1203
2013
Q3 		$2.66M Sell
4,689
-24
-0.5% -$13.9K 0.01% 1166
2013
Q2 		$2.71M Buy
+4,713
New +$2.75M 0.01% 1126

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

RhumbLine Advisers's WTM Position: Q2 2026 in Review

RhumbLine Advisers reduced its White Mountains Insurance (WTM) stake by 5.7% in Q2 2026, selling an estimated $501K and leaving 3,898 shares worth $8.08M. The position accounts for 0.01% of the portfolio, ranked #1209.

RhumbLine Advisers first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.08M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • RhumbLine Advisers held 3,898 shares of White Mountains Insurance worth $8.08M as of Q2 2026.
  • RhumbLine Advisers sold 234 White Mountains Insurance shares in Q2 2026, an estimated $501K.
  • White Mountains Insurance made up 0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1209 holding.
  • RhumbLine Advisers first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • RhumbLine Advisers's White Mountains Insurance position peaked at $9.08M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.