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Sterling Capital Management’s White Mountains Insurance WTM Stock Holding History

Sterling Capital 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 		$149K Sell
72
-11
-13% -$23.5K ﹤0.01% 1298
2026
Q1 		$182K Sell
83
-63
-43% -$135K ﹤0.01% 1213
2025
Q4 		$303K Sell
146
-8
-5% -$15.6K ﹤0.01% 1186
2025
Q3 		$257K Sell
154
-13
-8% -$23.2K ﹤0.01% 1242
2025
Q2 		$300K Buy
167
+30
+22% +$53.4K ﹤0.01% 1164
2025
Q1 		$264K Sell
137
-12
-8% -$22.6K ﹤0.01% 1139
2024
Q4 		$290K Buy
149
+54
+57% +$102K ﹤0.01% 1174
2024
Q3 		$161K Buy
+95
New +$166K ﹤0.01% 1307
2014
Q3 		– Sell
-2,560
Closed -$1.56M – 962
2014
Q2 		$1.56M Buy
2,560
+66
+3% +$39.3K 0.01% 445
2014
Q1 		$1.5M Buy
2,494
+1,872
+301% +$1.09M 0.01% 449
2013
Q4 		$375K Buy
622
+47
+8% +$27.7K ﹤0.01% 677
2013
Q3 		$326K Buy
575
+48
+9% +$27.9K ﹤0.01% 556
2013
Q2 		$303K Buy
+527
New +$308K ﹤0.01% 503

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

Sterling Capital Management's WTM Position: Q2 2026 in Review

Sterling Capital Management reduced its White Mountains Insurance (WTM) stake by 13% in Q2 2026, selling an estimated $23.5K and leaving 72 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Sterling Capital Management first reported a position in WTM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2014. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Sterling Capital Management held 72 shares of White Mountains Insurance worth $149K as of Q2 2026.
  • Sterling Capital Management sold 11 White Mountains Insurance shares in Q2 2026, an estimated $23.5K.
  • White Mountains Insurance made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1298 holding.
  • Sterling Capital Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 13 quarters since.
  • Sterling Capital Management's White Mountains Insurance position peaked at $1.56M in Q2 2014.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.