Select Equity Group
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Select Equity Group’s White Mountains Insurance WTM Stock Holding History

Select Equity 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 		– Sell
-10,560
Closed -$23.2M – 196
2026
Q1 		$23.2M Sell
10,560
-9,153
-46% -$19.6M 0.12% 101
2025
Q4 		$41M Buy
19,713
+2,767
+16% +$5.41M 0.18% 80
2025
Q3 		$28.3M Sell
16,946
-926
-5% -$1.65M 0.12% 94
2025
Q2 		$32.1M Sell
17,872
-10,127
-36% -$18M 0.13% 84
2025
Q1 		$53.9M Buy
27,999
+400
+1% +$753K 0.23% 71
2024
Q4 		$53.7M Sell
27,599
-7,064
-20% -$13.3M 0.21% 73
2024
Q3 		$58.8M Sell
34,663
-24,698
-42% -$43.1M 0.21% 75
2024
Q2 		$108M Buy
59,361
+9,430
+19% +$16.7M 0.42% 50
2024
Q1 		$89.6M Buy
49,931
+19,860
+66% +$33.3M 0.32% 65
2023
Q4 		$45.3M Buy
30,071
+12,369
+70% +$18.4M 0.16% 80
2023
Q3 		$26.5M Buy
+17,702
New +$27.2M 0.11% 97
2022
Q4 		– Sell
-13,099
Closed -$17.1M – 206
2022
Q3 		$17.1M Sell
13,099
-46,923
-78% -$60.7M 0.06% 108
2022
Q2 		$74.8M Buy
60,022
+18,815
+46% +$21.9M 0.24% 71
2022
Q1 		$46.8M Buy
+41,207
New +$43.1M 0.15% 84
2019
Q4 		– Sell
-7,944
Closed -$8.58M – 117
2019
Q3 		$8.58M Sell
7,944
-6,859
-46% -$7.32M 0.06% 97
2019
Q2 		$15.1M Buy
+14,803
New +$14.2M 0.1% 88

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

Select Equity Group's WTM Position: Q2 2026 in Review

Select Equity Group sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 10,560 shares — an estimated $23.2M sold.

Select Equity Group first reported a position in WTM in Q2 2019 and held it in 16 quarters. The position peaked at $108M in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Select Equity Group reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Select Equity Group sold 10,560 White Mountains Insurance shares in Q2 2026, an estimated $23.2M.
  • Select Equity Group first reported a position in White Mountains Insurance in Q2 2019 and held it in 16 quarters.
  • Select Equity Group's White Mountains Insurance position peaked at $108M in Q2 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.