STCG
WTM icon

Speece Thorson Capital Group’s White Mountains Insurance WTM Stock Holding History

Speece Thorson Capital 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
Q1 		$20.6M Sell
9,397
-1,275
-12% -$2.73M 4.7% 1
2025
Q4 		$22.2M Sell
10,672
-590
-5% -$1.15M 4.8% 1
2025
Q3 		$18.8M Sell
11,262
-121
-1% -$216K 3.76% 5
2025
Q2 		$20.4M Buy
11,383
+224
+2% +$398K 4.16% 1
2025
Q1 		$21.5M Sell
11,159
-181
-2% -$341K 4.43% 1
2024
Q4 		$22.1M Sell
11,340
-58
-0.5% -$110K 4.35% 2
2024
Q3 		$19.3M Sell
11,398
-33
-0.3% -$57.5K 3.57% 4
2024
Q2 		$20.8M Sell
11,431
-2,320
-17% -$4.1M 4.25% 2
2024
Q1 		$24.7M Buy
13,751
+750
+6% +$1.26M 4.77% 1
2023
Q4 		$19.6M Buy
13,001
+86
+0.7% +$128K 4.01% 3
2023
Q3 		$19.3M Sell
12,915
-15
-0.1% -$23K 4.26% 2
2023
Q2 		$18M Sell
12,930
-165
-1% -$232K 3.68% 5
2023
Q1 		$18M Sell
13,095
-2,278
-15% -$3.27M 3.8% 4
2022
Q4 		$21.7M Sell
15,373
-770
-5% -$1.04M 4.67% 3
2022
Q3 		$21M Buy
16,143
+515
+3% +$666K 4.8% 3
2022
Q2 		$19.5M Sell
15,628
-903
-5% -$1.05M 4.59% 4
2022
Q1 		$18.8M Sell
16,531
-1,411
-8% -$1.48M 4.02% 5
2021
Q4 		$18.2M Buy
17,942
+63
+0.4% +$66.6K 3.48% 9
2021
Q3 		$19.1M Buy
17,879
+2,074
+13% +$2.32M 4.01% 3
2021
Q2 		$18.1M Sell
15,805
-82
-0.5% -$95.7K 3.79% 8
2021
Q1 		$17.7M Sell
15,887
-1,801
-10% -$2.01M 3.73% 7
2020
Q4 		$17.7M Buy
17,688
+2,548
+17% +$2.4M 4.21% 5
2020
Q3 		$11.8M Buy
15,140
+2,937
+24% +$2.54M 3.12% 13
2020
Q2 		$10.8M Sell
12,203
-138
-1% -$124K 3.12% 15
2020
Q1 		$11.2M Sell
12,341
-198
-2% -$205K 3.87% 7
2019
Q4 		$14M Sell
12,539
-91
-0.7% -$99.3K 3.62% 10
2019
Q3 		$13.6M Sell
12,630
-282
-2% -$301K 3.65% 8
2019
Q2 		$13.2M Sell
12,912
-797
-6% -$767K 3.51% 10
2019
Q1 		$12.7M Sell
13,709
-1,496
-10% -$1.36M 3.49% 9
2018
Q4 		$13M Buy
15,205
+752
+5% +$670K 3.91% 5
2018
Q3 		$13.5M Sell
14,453
-2,607
-15% -$2.42M 3.14% 8
2018
Q2 		$15.5M Sell
17,060
-7,051
-29% -$6.21M 3.26% 10
2018
Q1 		$19.8M Buy
24,111
+3,768
+19% +$3.11M 4.21% 3
2017
Q4 		$17.3M Sell
20,343
-132
-0.6% -$115K 3.44% 10
2017
Q3 		$17.5M Buy
20,475
+3,413
+20% +$2.93M 3.65% 8
2017
Q2 		$14.8M Buy
17,062
+48
+0.3% +$41.6K 3.09% 15
2017
Q1 		$15M Buy
17,014
+451
+3% +$404K 3.17% 13
2016
Q4 		$13.8M Sell
16,563
-1,930
-10% -$1.62M 3.1% 13
2016
Q3 		$15.3M Buy
18,493
+168
+0.9% +$138K 3.29% 7
2016
Q2 		$15.4M Sell
18,325
-2,178
-11% -$1.78M 3.35% 7
2016
Q1 		$16.5M Buy
20,503
+301
+1% +$225K 3.69% 4
2015
Q4 		$14.7M Sell
20,202
-2,856
-12% -$2.19M 3.57% 7
2015
Q3 		$17.2M Sell
23,058
-6,516
-22% -$4.69M 4.29% 2
2015
Q2 		$19.4M Sell
29,574
-1,242
-4% -$824K 4.66% 1
2015
Q1 		$21.1M Buy
30,816
+355
+1% +$234K 4.95% 1
2014
Q4 		$19.2M Sell
30,461
-395
-1% -$251K 4.67% 1
2014
Q3 		$19.4M Buy
30,856
+1,135
+4% +$708K 4.97% 1
2014
Q2 		$18.1M Sell
29,721
-240
-0.8% -$143K 4.6% 1
2014
Q1 		$18M Buy
29,961
+1,790
+6% +$1.04M 4.74% 1
2013
Q4 		$17M Sell
28,171
-419
-1% -$247K 4.5% 1
2013
Q3 		$16.2M Buy
28,590
+2,805
+11% +$1.63M 4.49% 1
2013
Q2 		$14.8M Buy
+25,785
New +$15M 4.32% 2

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Speece Thorson Capital Group's WTM Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its White Mountains Insurance (WTM) stake by 12% in Q1 2026, selling an estimated $2.73M and leaving 9,397 shares worth $20.6M. The position accounts for 4.7% of the portfolio, ranked #1.

Speece Thorson Capital Group first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.7M in Q1 2024. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Speece Thorson Capital Group held 9,397 shares of White Mountains Insurance worth $20.6M as of Q1 2026.
  • Speece Thorson Capital Group sold 1,275 White Mountains Insurance shares in Q1 2026, an estimated $2.73M.
  • White Mountains Insurance made up 4.7% of Speece Thorson Capital Group's portfolio in Q1 2026, its #1 holding.
  • Speece Thorson Capital Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • Speece Thorson Capital Group's White Mountains Insurance position peaked at $24.7M in Q1 2024.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.