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Royce & Associates’s White Mountains Insurance WTM Stock Holding History

Royce & Associates’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 		$14.1M Buy
6,781
+321
+5% +$687K 0.11% 301
2026
Q1 		$14.2M Buy
6,460
+513
+9% +$1.1M 0.14% 238
2025
Q4 		$12.4M Sell
5,947
-355
-6% -$694K 0.13% 244
2025
Q3 		$10.5M Sell
6,302
-301
-5% -$537K 0.11% 287
2025
Q2 		$11.9M Sell
6,603
-4,985
-43% -$8.87M 0.12% 244
2025
Q1 		$22.3M Sell
11,588
-718
-6% -$1.35M 0.24% 118
2024
Q4 		$23.9M Sell
12,306
-2,161
-15% -$4.08M 0.22% 130
2024
Q3 		$24.5M Sell
14,467
-558
-4% -$973K 0.22% 128
2024
Q2 		$27.3M Sell
15,025
-1,117
-7% -$1.98M 0.26% 113
2024
Q1 		$29M Sell
16,142
-1,793
-10% -$3.01M 0.26% 111
2023
Q4 		$27M Sell
17,935
-2,466
-12% -$3.66M 0.25% 114
2023
Q3 		$30.5M Buy
20,401
+7,865
+63% +$12.1M 0.31% 78
2023
Q2 		$17.4M Sell
12,536
-1,120
-8% -$1.58M 0.17% 162
2023
Q1 		$18.8M Buy
13,656
+1,150
+9% +$1.65M 0.19% 152
2022
Q4 		$17.7M Hold
12,506
– – 0.19% 145
2022
Q3 		$16.3M Buy
12,506
+2,040
+19% +$2.64M 0.18% 148
2022
Q2 		$13M Sell
10,466
-2,050
-16% -$2.38M 0.13% 223
2022
Q1 		$14.2M Sell
12,516
-530
-4% -$555K 0.12% 253
2021
Q4 		$13.2M Buy
13,046
+6,149
+89% +$6.5M 0.1% 319
2021
Q3 		$7.38M Buy
+6,897
New +$7.7M 0.06% 500
2019
Q3 		– Sell
-2,085
Closed -$2.13M – 1184
2019
Q2 		$2.13M Sell
2,085
-66
-3% -$63.5K 0.02% 705
2019
Q1 		$1.99M Sell
2,151
-27
-1% -$24.5K 0.02% 746
2018
Q4 		$1.87M Sell
2,178
-71
-3% -$63.3K 0.02% 755
2018
Q3 		$2.1M Hold
2,249
– – 0.01% 813
2018
Q2 		$2.04M Hold
2,249
– – 0.01% 833
2018
Q1 		$1.85M Hold
2,249
– – 0.01% 868
2017
Q4 		$1.92M Sell
2,249
-80
-3% -$69.9K 0.01% 860
2017
Q3 		$2M Sell
2,329
-105
-4% -$90.3K 0.01% 837
2017
Q2 		$2.11M Hold
2,434
– – 0.01% 830
2017
Q1 		$2.14M Hold
2,434
– – 0.01% 838
2016
Q4 		$2.04M Sell
2,434
-100
-4% -$83.8K 0.01% 820
2016
Q3 		$2.1M Hold
2,534
– – 0.01% 791
2016
Q2 		$2.13M Hold
2,534
– – 0.01% 796
2016
Q1 		$2.03M Sell
2,534
-3,100
-55% -$2.32M 0.01% 823
2015
Q4 		$4.09M Hold
5,634
– – 0.02% 679
2015
Q3 		$4.21M Hold
5,634
– – 0.02% 690
2015
Q2 		$3.69M Hold
5,634
– – 0.02% 801
2015
Q1 		$3.86M Buy
5,634
+500
+10% +$330K 0.01% 802
2014
Q4 		$3.23M Buy
5,134
+400
+8% +$254K 0.01% 875
2014
Q3 		$2.98M Buy
4,734
+1,200
+34% +$749K 0.01% 925
2014
Q2 		$2.15M Hold
3,534
– – 0.01% 1025
2014
Q1 		$2.12M Hold
3,534
– – 0.01% 1040
2013
Q4 		$2.13M Hold
3,534
– – 0.01% 1056
2013
Q3 		$2.01M Hold
3,534
– – 0.01% 1071
2013
Q2 		$2.03M Buy
+3,534
New +$2.06M 0.01% 1046

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

Royce & Associates's WTM Position: Q2 2026 in Review

Royce & Associates increased its White Mountains Insurance (WTM) stake by 5% in Q2 2026, buying an estimated $687K and bringing the position to 6,781 shares worth $14.1M. The position accounts for 0.11% of the portfolio, ranked #301.

Royce & Associates first reported a position in WTM in Q2 2013 and has held it in 45 quarters since. The position peaked at $30.5M in Q3 2023. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Royce & Associates held 6,781 shares of White Mountains Insurance worth $14.1M as of Q2 2026.
  • Royce & Associates bought 321 White Mountains Insurance shares in Q2 2026, an estimated $687K.
  • White Mountains Insurance made up 0.11% of Royce & Associates's portfolio in Q2 2026, its #301 holding.
  • Royce & Associates first reported a position in White Mountains Insurance in Q2 2013 and has held it in 45 quarters since.
  • Royce & Associates's White Mountains Insurance position peaked at $30.5M in Q3 2023.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.