Russell Investments Group
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Russell Investments Group’s White Mountains Insurance WTM Stock Holding History

Russell Investments Group’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 		$4.91M Buy
2,369
+1,227
+107% +$2.63M ﹤0.01% 1515
2026
Q1 		$2.51M Buy
1,142
+745
+188% +$1.6M ﹤0.01% 1747
2025
Q4 		$826K Buy
397
+46
+13% +$90K ﹤0.01% 2313
2025
Q3 		$587K Buy
351
+234
+200% +$418K ﹤0.01% 2413
2025
Q2 		$210K Buy
117
+1
+0.9% +$1.78K ﹤0.01% 2633
2025
Q1 		$223K Sell
116
-21
-15% -$39.5K ﹤0.01% 2560
2024
Q4 		$266K Buy
137
+7
+5% +$13.2K ﹤0.01% 2464
2024
Q3 		$221K Sell
130
-142
-52% -$248K ﹤0.01% 2490
2024
Q2 		$494K Sell
272
-84
-24% -$149K ﹤0.01% 2207
2024
Q1 		$639K Buy
356
+340
+2,125% +$570K ﹤0.01% 2131
2023
Q4 		$24.1K Buy
16
+9
+129% +$13.4K ﹤0.01% 2722
2023
Q3 		$10.5K Buy
7
+6
+600% +$9.21K ﹤0.01% 2987
2023
Q2 		$1.39K Sell
1
-1,334
-100% -$1.88M ﹤0.01% 3297
2023
Q1 		$1.84M Buy
1,335
+1,035
+345% +$1.48M ﹤0.01% 1638
2022
Q4 		$424K Hold
300
– – ﹤0.01% 2339
2022
Q3 		$390K Hold
300
– – ﹤0.01% 2339
2022
Q2 		$373K Hold
300
– – ﹤0.01% 2356
2022
Q1 		$340K Hold
300
– – ﹤0.01% 2338
2021
Q4 		$304K Sell
300
-1,000
-77% -$1.06M ﹤0.01% 2603
2021
Q3 		$1.39M Sell
1,300
-500
-28% -$558K ﹤0.01% 2039
2021
Q2 		$2.07M Sell
1,800
-500
-22% -$584K ﹤0.01% 1902
2021
Q1 		$2.56M Sell
2,300
-62
-3% -$69.3K ﹤0.01% 1746
2020
Q4 		$2.36M Buy
2,362
+2,262
+2,262% +$2.13M ﹤0.01% 1666
2020
Q3 		$77K Sell
100
-2,994
-97% -$2.59M ﹤0.01% 3027
2020
Q2 		$2.75M Buy
3,094
+153
+5% +$138K 0.01% 1455
2020
Q1 		$2.67M Sell
2,941
-254
-8% -$263K 0.01% 1311
2019
Q4 		$3.56M Buy
3,195
+100
+3% +$109K 0.01% 1411
2019
Q3 		$3.34M Buy
3,095
+3,016
+3,818% +$3.22M 0.01% 1400
2019
Q2 		$81K Sell
79
-684
-90% -$658K ﹤0.01% 2675
2019
Q1 		$706K Sell
763
-3,352
-81% -$3.04M ﹤0.01% 2220
2018
Q4 		$3.53M Sell
4,115
-1,531
-27% -$1.36M 0.01% 1298
2018
Q3 		$5.28M Sell
5,646
-3,943
-41% -$3.65M 0.01% 1273
2018
Q2 		$8.69M Sell
9,589
-6,019
-39% -$5.3M 0.02% 995
2018
Q1 		$12.8M Buy
15,608
+3,367
+28% +$2.78M 0.02% 835
2017
Q4 		$10.4M Buy
12,241
+5,843
+91% +$5.11M 0.02% 978
2017
Q3 		$5.48M Sell
6,398
-5,264
-45% -$4.53M 0.01% 1229
2017
Q2 		$10.1M Buy
11,662
+1,298
+13% +$1.13M 0.02% 911
2017
Q1 		$9.12M Buy
10,364
+690
+7% +$618K 0.02% 919
2016
Q4 		$8.1M Buy
+9,674
New +$8.11M 0.02% 967

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

Russell Investments Group's WTM Position: Q2 2026 in Review

Russell Investments Group increased its White Mountains Insurance (WTM) stake by 107% in Q2 2026, buying an estimated $2.63M and bringing the position to 2,369 shares worth $4.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Russell Investments Group first reported a position in WTM in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.8M in Q1 2018. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Russell Investments Group held 2,369 shares of White Mountains Insurance worth $4.91M as of Q2 2026.
  • Russell Investments Group bought 1,227 White Mountains Insurance shares in Q2 2026, an estimated $2.63M.
  • White Mountains Insurance made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1515 holding.
  • Russell Investments Group first reported a position in White Mountains Insurance in Q4 2016 and has held it in 39 quarters since.
  • Russell Investments Group's White Mountains Insurance position peaked at $12.8M in Q1 2018.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.