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State of Alaska Department of Revenue’s White Mountains Insurance WTM Stock Holding History

State of Alaska Department of Revenue’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 		$246K Hold
119
– – ﹤0.01% 1620
2026
Q1 		$261K Hold
119
– – ﹤0.01% 1598
2025
Q4 		$247K Buy
119
+2
+2% +$3.91K ﹤0.01% 1621
2025
Q3 		$195K Buy
+117
New +$209K ﹤0.01% 1591
2022
Q1 		– Sell
-2,297
Closed -$2.33M – 1645
2021
Q4 		$2.33M Sell
2,297
-4,064
-64% -$4.29M 0.02% 651
2021
Q3 		$6.8M Buy
6,361
+2,128
+50% +$2.38M 0.07% 341
2021
Q2 		$4.86M Buy
4,233
+1,354
+47% +$1.58M 0.05% 412
2021
Q1 		$3.21M Buy
2,879
+2,284
+384% +$2.55M 0.03% 488
2020
Q4 		$595K Buy
+595
New +$560K 0.01% 1264
2019
Q3 		– Sell
-332
Closed -$339K – 1751
2019
Q2 		$339K Buy
332
+7
+2% +$6.73K 0.01% 1255
2019
Q1 		$300K Hold
325
– – 0.01% 1321
2018
Q4 		$278K Buy
325
+5
+2% +$4.46K 0.01% 1284
2018
Q3 		$299K Sell
320
-1,264
-80% -$1.17M 0.01% 1364
2018
Q2 		$1.44M Buy
1,584
+400
+34% +$352K 0.03% 603
2018
Q1 		$973K Buy
1,184
+180
+18% +$149K 0.02% 685
2017
Q4 		$854K Buy
1,004
+260
+35% +$227K 0.02% 663
2017
Q3 		$637K Buy
744
+30
+4% +$25.8K 0.03% 612
2017
Q2 		$620K Buy
714
+40
+6% +$34.7K 0.04% 338
2017
Q1 		$593K Sell
674
-176
-21% -$158K 0.04% 327
2016
Q4 		$710K Buy
850
+588
+224% +$493K 0.07% 244
2016
Q3 		$217K Buy
262
+17
+7% +$14K 0.02% 326
2016
Q2 		$206K Buy
245
+13
+6% +$10.6K 0.02% 322
2016
Q1 		$186K Buy
232
+168
+263% +$126K 0.02% 323
2015
Q4 		$46K Buy
+64
New +$49K 0.01% 340

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State of Alaska Department of Revenue's WTM Position: Q2 2026 in Review

State of Alaska Department of Revenue held its White Mountains Insurance (WTM) position steady in Q2 2026 at 119 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

State of Alaska Department of Revenue first reported a position in WTM in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.8M in Q3 2021. 270 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • State of Alaska Department of Revenue held 119 shares of White Mountains Insurance worth $246K as of Q2 2026.
  • State of Alaska Department of Revenue left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #1620 holding.
  • State of Alaska Department of Revenue first reported a position in White Mountains Insurance in Q4 2015 and has held it in 24 quarters since.
  • State of Alaska Department of Revenue's White Mountains Insurance position peaked at $6.8M in Q3 2021.
  • 270 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.