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River Road Asset Management’s White Mountains Insurance WTM Stock Holding History

River Road 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 		$240M Sell
115,880
-4,639
-4% -$9.93M 2.67% 3
2026
Q1 		$265M Sell
120,519
-361
-0.3% -$773K 3% 2
2025
Q4 		$251M Buy
120,880
+11,292
+10% +$22.1M 2.76% 2
2025
Q3 		$183M Sell
109,588
-304
-0.3% -$542K 2.05% 6
2025
Q2 		$196M Buy
109,892
+227
+0.2% +$404K 2.49% 3
2025
Q1 		$211M Sell
109,665
-2,750
-2% -$5.18M 2.87% 2
2024
Q4 		$219M Sell
112,415
-5,791
-5% -$10.9M 2.91% 2
2024
Q3 		$201M Buy
118,206
+1,886
+2% +$3.29M 2.62% 3
2024
Q2 		$211M Sell
116,320
-7,001
-6% -$12.4M 3.03% 2
2024
Q1 		$221M Sell
123,321
-3,831
-3% -$6.42M 2.99% 4
2023
Q4 		$191M Sell
127,152
-614
-0.5% -$913K 2.66% 4
2023
Q3 		$191M Sell
127,766
-5,190
-4% -$7.97M 2.72% 3
2023
Q2 		$185M Sell
132,956
-5,733
-4% -$8.07M 2.55% 3
2023
Q1 		$191M Sell
138,689
-734
-0.5% -$1.05M 2.6% 2
2022
Q4 		$197M Buy
139,423
+4,039
+3% +$5.47M 2.7% 3
2022
Q3 		$176M Sell
135,384
-3,846
-3% -$4.98M 2.63% 4
2022
Q2 		$173M Sell
139,230
-12,062
-8% -$14M 2.43% 5
2022
Q1 		$172M Sell
151,292
-15,437
-9% -$16.2M 1.9% 9
2021
Q4 		$169M Sell
166,729
-2,348
-1% -$2.48M 1.8% 12
2021
Q3 		$181M Buy
169,077
+2,155
+1% +$2.41M 2% 12
2021
Q2 		$192M Sell
166,922
-2,937
-2% -$3.43M 2.06% 12
2021
Q1 		$189M Buy
169,859
+8,455
+5% +$9.46M 2.29% 10
2020
Q4 		$162M Buy
161,404
+37,309
+30% +$35.1M 2.29% 12
2020
Q3 		$96.7M Buy
124,095
+51,084
+70% +$44.2M 1.58% 20
2020
Q2 		$64.8M Sell
73,011
-4,269
-6% -$3.85M 1.12% 27
2020
Q1 		$70.3M Buy
77,280
+3,208
+4% +$3.32M 1.57% 15
2019
Q4 		$82.6M Buy
74,072
+11,040
+18% +$12M 1.3% 21
2019
Q3 		$68.1M Sell
63,032
-374
-0.6% -$399K 1.29% 18
2019
Q2 		$64.8M Sell
63,406
-2,343
-4% -$2.25M 1.26% 19
2019
Q1 		$60.8M Sell
65,749
-1,605
-2% -$1.45M 1.36% 18
2018
Q4 		$57.8M Sell
67,354
-9,291
-12% -$8.28M 1.42% 14
2018
Q3 		$71.7M Sell
76,645
-9,230
-11% -$8.56M 1.49% 11
2018
Q2 		$77.9M Sell
85,875
-2,249
-3% -$1.98M 1.63% 10
2018
Q1 		$72.5M Buy
88,124
+2,081
+2% +$1.72M 1.47% 13
2017
Q4 		$73.2M Buy
86,043
+2,976
+4% +$2.6M 1.39% 14
2017
Q3 		$71.2M Buy
83,067
+3,732
+5% +$3.21M 1.4% 13
2017
Q2 		$68.9M Sell
79,335
-8,493
-10% -$7.37M 1.33% 16
2017
Q1 		$77.3M Sell
87,828
-6,130
-7% -$5.49M 1.46% 15
2016
Q4 		$78.6M Buy
93,958
+27,565
+42% +$23.1M 1.51% 14
2016
Q3 		$55.1M Sell
66,393
-1,457
-2% -$1.2M 1.14% 34
2016
Q2 		$57.1M Sell
67,850
-9,607
-12% -$7.84M 1.21% 32
2016
Q1 		$62.2M Buy
77,457
+2,372
+3% +$1.77M 1.12% 32
2015
Q4 		$54.6M Sell
75,085
-14,055
-16% -$10.8M 0.95% 44
2015
Q3 		$66.6M Sell
89,140
-4,358
-5% -$3.14M 1.03% 37
2015
Q2 		$61.2M Sell
93,498
-8,134
-8% -$5.4M 0.9% 40
2015
Q1 		$69.6M Sell
101,632
-6,920
-6% -$4.57M 0.96% 38
2014
Q4 		$68.4M Buy
108,552
+971
+0.9% +$618K 0.97% 39
2014
Q3 		$67.8M Sell
107,581
-23,573
-18% -$14.7M 0.95% 41
2014
Q2 		$79.8M Sell
131,154
-2,549
-2% -$1.52M 1.06% 38
2014
Q1 		$80.2M Sell
133,703
-3,579
-3% -$2.09M 0.87% 48
2013
Q4 		$82.8M Buy
137,282
+2,218
+2% +$1.31M 0.9% 47
2013
Q3 		$76.7M Sell
135,064
-1,029
-0.8% -$598K 0.95% 44
2013
Q2 		$78.2M Buy
+136,093
New +$79.4M 0.97% 41

Other funds holding WTM

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

River Road Asset Management's WTM Position: Q2 2026 in Review

River Road Asset Management reduced its White Mountains Insurance (WTM) stake by 3.8% in Q2 2026, selling an estimated $9.93M and leaving 115,880 shares worth $240M. The position accounts for 2.67% of the portfolio, ranked #3.

River Road Asset Management first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $265M in Q1 2026. 36 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • River Road Asset Management held 115,880 shares of White Mountains Insurance worth $240M as of Q2 2026.
  • River Road Asset Management sold 4,639 White Mountains Insurance shares in Q2 2026, an estimated $9.93M.
  • White Mountains Insurance made up 2.67% of River Road Asset Management's portfolio in Q2 2026, its #3 holding.
  • River Road Asset Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • River Road Asset Management's White Mountains Insurance position peaked at $265M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.