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Sagewood Asset Management’s White Mountains Insurance WTM Stock Holding History

Sagewood Asset 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 		$294K Sell
142
-62
-30% -$133K 0.07% 316
2026
Q1 		$448K Buy
+204
New +$437K 0.14% 144

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

Sagewood Asset Management's WTM Position: Q2 2026 in Review

Sagewood Asset Management reduced its White Mountains Insurance (WTM) stake by 30% in Q2 2026, selling an estimated $133K and leaving 142 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #316.

Sagewood Asset Management first reported a position in WTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $448K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Sagewood Asset Management held 142 shares of White Mountains Insurance worth $294K as of Q2 2026.
  • Sagewood Asset Management sold 62 White Mountains Insurance shares in Q2 2026, an estimated $133K.
  • White Mountains Insurance made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #316 holding.
  • Sagewood Asset Management first reported a position in White Mountains Insurance in Q1 2026 and has held it in 2 quarters since.
  • Sagewood Asset Management's White Mountains Insurance position peaked at $448K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.