Rockefeller Capital Management
WTM icon

Rockefeller Capital Management’s White Mountains Insurance WTM Stock Holding History

Rockefeller Capital 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 		$898K Buy
433
+173
+67% +$370K ﹤0.01% 1771
2026
Q1 		$571K Sell
260
-40
-13% -$85.6K ﹤0.01% 1905
2025
Q4 		$624K Buy
300
+80
+36% +$156K ﹤0.01% 1783
2025
Q3 		$368K Buy
+220
New +$393K ﹤0.01% 1921
2023
Q1 		– Sell
-11
Closed -$15K – 3905
2022
Q4 		$15K Buy
11
+1
+10% +$1.35K ﹤0.01% 2916
2022
Q3 		$13K Sell
10
-21
-68% -$27.2K ﹤0.01% 2984
2022
Q2 		$38K Hold
31
– – ﹤0.01% 2419
2022
Q1 		$35K Buy
31
+23
+288% +$24.1K ﹤0.01% 2474
2021
Q4 		$8K Hold
8
– – ﹤0.01% 3108
2021
Q3 		$8K Hold
8
– – ﹤0.01% 3009
2021
Q2 		$9K Sell
8
-8
-50% -$9.34K ﹤0.01% 2829
2021
Q1 		$17K Sell
16
-4
-20% -$4.47K ﹤0.01% 2359
2020
Q4 		$20K Hold
20
– – ﹤0.01% 2020
2020
Q3 		$15K Hold
20
– – ﹤0.01% 1896
2020
Q2 		$18K Hold
20
– – ﹤0.01% 1712
2020
Q1 		$18K Sell
20
-48
-71% -$49.7K ﹤0.01% 1556
2019
Q4 		$76K Buy
68
+42
+162% +$45.8K ﹤0.01% 1039
2019
Q3 		$28K Buy
26
+1
+4% +$1.07K ﹤0.01% 1130
2019
Q2 		$26K Sell
25
-102
-80% -$98.1K ﹤0.01% 963
2019
Q1 		$118K Buy
+127
New +$115K ﹤0.01% 717

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

Rockefeller Capital Management's WTM Position: Q2 2026 in Review

Rockefeller Capital Management increased its White Mountains Insurance (WTM) stake by 67% in Q2 2026, buying an estimated $370K and bringing the position to 433 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Rockefeller Capital Management first reported a position in WTM in Q1 2019 and has held it in 20 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Rockefeller Capital Management held 433 shares of White Mountains Insurance worth $898K as of Q2 2026.
  • Rockefeller Capital Management bought 173 White Mountains Insurance shares in Q2 2026, an estimated $370K.
  • White Mountains Insurance made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1771 holding.
  • Rockefeller Capital Management first reported a position in White Mountains Insurance in Q1 2019 and has held it in 20 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.