Rockefeller Capital Management
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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
Q3 		$506K Sell
252
-181
-42% -$383K ﹤0.01% 2130
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% +$1.36K ﹤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

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Vanguard Portfolio Management
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Fuller & Thaler Asset Management
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Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
GJL
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Fiduciary Management Inc
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Rockefeller Capital Management's WTM Position: Q3 2026 in Review

Rockefeller Capital Management reduced its White Mountains Insurance (WTM) stake by 42% in Q3 2026, selling an estimated $383K and leaving 252 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Rockefeller Capital Management first reported a position in WTM in Q1 2019 and has held it in 21 quarters since. The position peaked at $898K in Q2 2026. 292 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Rockefeller Capital Management held 252 shares of White Mountains Insurance worth $506K as of Q3 2026.
  • Rockefeller Capital Management sold 181 White Mountains Insurance shares in Q3 2026, an estimated $383K.
  • White Mountains Insurance made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2130 holding.
  • Rockefeller Capital Management first reported a position in White Mountains Insurance in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's White Mountains Insurance position peaked at $898K in Q2 2026.
  • 292 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.