SJS Investment Consulting’s White Mountains Insurance WTM Stock Holding History

SJS Investment Consulting’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	$27K	Buy	13 +3	+30%	+$6.42K	﹤0.01%	680
2026 Q1	$22K	Buy	10 +1	+11%	+$2.14K	﹤0.01%	646
2025 Q4	$18.7K	Hold	9	–	–	﹤0.01%	649
2025 Q3	$15K	Buy	+9	New	+$16.1K	﹤0.01%	569
2024 Q4	–	Sell	-2	Closed	-$3.39K	–	1712
2024 Q3	$3.39K	Buy	2 +1	+100%	+$1.74K	﹤0.01%	583
2024 Q2	$1.82K	Hold	1	–	–	﹤0.01%	766
2024 Q1	$1.79K	Sell	1 -1	-50%	-$1.68K	﹤0.01%	800
2023 Q4	$3.01K	Buy	2 +1	+100%	+$1.49K	﹤0.01%	515
2023 Q3	$1.5K	Sell	1 -1	-50%	-$1.53K	﹤0.01%	759
2023 Q2	$2.78K	Hold	2	–	–	﹤0.01%	482
2023 Q1	$2.76K	Buy	2 +1	+100%	+$1.43K	﹤0.01%	508
2022 Q4	$1.41K	Hold	1	–	–	﹤0.01%	790
2022 Q3	$1K	Buy	+1	New	+$1.29K	﹤0.01%	954

Other funds holding WTM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

SJS Investment Consulting's WTM Position: Q2 2026 in Review

SJS Investment Consulting increased its White Mountains Insurance (WTM) stake by 30% in Q2 2026, buying an estimated $6.42K and bringing the position to 13 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

SJS Investment Consulting first reported a position in WTM in Q3 2022 and has held it in 13 quarters since. 181 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

SJS Investment Consulting held 13 shares of White Mountains Insurance worth $27K as of Q2 2026.
SJS Investment Consulting bought 3 White Mountains Insurance shares in Q2 2026, an estimated $6.42K.
White Mountains Insurance made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #680 holding.
SJS Investment Consulting first reported a position in White Mountains Insurance in Q3 2022 and has held it in 13 quarters since.
181 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.