Roundview Capital’s White Mountains Insurance WTM Stock Holding History

Roundview Capital’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	$742K	Hold	358	–	–	0.04%	243
2026 Q1	$787K	Hold	358	–	–	0.05%	229
2025 Q4	$744K	Sell	358 -15	-4%	-$29.3K	0.05%	223
2025 Q3	$624K	Sell	373 -2	-0.5%	-$3.57K	0.04%	246
2025 Q2	$674K	Hold	375	–	–	0.05%	243
2025 Q1	$722K	Hold	375	–	–	0.05%	229
2024 Q4	$730K	Hold	375	–	–	0.05%	239
2024 Q3	$636K	Hold	375	–	–	0.05%	252
2024 Q2	$682K	Hold	375	–	–	0.05%	236
2024 Q1	$673K	Sell	375 -20	-5%	-$33.5K	0.06%	233
2023 Q4	$595K	Sell	395 -5	-1%	-$7.43K	0.05%	232
2023 Q3	$598K	Hold	400	–	–	0.06%	228
2023 Q2	$556K	Hold	400	–	–	0.05%	236
2023 Q1	$551K	Hold	400	–	–	0.06%	234
2022 Q4	$566K	Hold	400	–	–	0.06%	224
2022 Q3	$521K	Hold	400	–	–	0.07%	214
2022 Q2	$499K	Hold	400	–	–	0.06%	218
2022 Q1	$455K	Sell	400 -25	-6%	-$26.2K	0.05%	234
2021 Q4	$431K	Hold	425	–	–	0.04%	244
2021 Q3	$455K	Sell	425 -6	-1%	-$6.7K	0.05%	237
2021 Q2	$495K	Sell	431 -20	-4%	-$23.3K	0.06%	227
2021 Q1	$503K	Hold	451	–	–	0.06%	219
2020 Q4	$451K	Hold	451	–	–	0.06%	204
2020 Q3	$351K	Sell	451 -2	-0.4%	-$1.73K	0.06%	207
2020 Q2	$402K	Buy	453 +34	+8%	+$30.6K	0.07%	195
2020 Q1	$381K	Buy	419 +10	+2%	+$10.3K	0.08%	183
2019 Q4	$456K	Buy	409 +20	+5%	+$21.8K	0.09%	182
2019 Q3	$420K	Sell	389 -12	-3%	-$12.8K	0.09%	179
2019 Q2	$410K	Buy	401 +2	+0.5%	+$1.92K	0.09%	180
2019 Q1	$369K	Buy	399 +8	+2%	+$7.25K	0.09%	178
2018 Q4	$335K	Buy	391 +2	+0.5%	+$1.78K	0.09%	163
2018 Q3	$364K	Buy	389 +20	+5%	+$18.5K	0.09%	182
2018 Q2	$335K	Hold	369	–	–	0.09%	186
2018 Q1	$304K	Hold	369	–	–	0.09%	179
2017 Q4	$314K	Buy	369 +20	+6%	+$17.5K	0.08%	192
2017 Q3	$299K	Buy	349 +25	+8%	+$21.5K	0.09%	183
2017 Q2	$282K	Hold	324	–	–	0.08%	193
2017 Q1	$285K	Sell	324 -3	-0.9%	-$2.69K	0.09%	178
2016 Q4	$273K	Sell	327 -10	-3%	-$8.38K	0.09%	180
2016 Q3	$280K	Buy	337 +50	+17%	+$41.2K	0.1%	169
2016 Q2	$242K	Hold	287	–	–	0.09%	164
2016 Q1	$230K	Hold	287	–	–	0.09%	165
2015 Q4	$209K	Hold	287	–	–	0.08%	154
2015 Q3	$215K	Sell	287 -30	-9%	-$21.6K	0.09%	151
2015 Q2	$208K	Hold	317	–	–	0.08%	147
2015 Q1	$217K	Buy	+317	New	+$209K	0.09%	142

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Roundview Capital's WTM Position: Q2 2026 in Review

Roundview Capital held its White Mountains Insurance (WTM) position steady in Q2 2026 at 358 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #243.

Roundview Capital first reported a position in WTM in Q1 2015 and has held it in 46 quarters since. The position peaked at $787K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Roundview Capital held 358 shares of White Mountains Insurance worth $742K as of Q2 2026.
Roundview Capital left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.04% of Roundview Capital's portfolio in Q2 2026, its #243 holding.
Roundview Capital first reported a position in White Mountains Insurance in Q1 2015 and has held it in 46 quarters since.
Roundview Capital's White Mountains Insurance position peaked at $787K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.