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Storgate’s White Mountains Insurance WTM Stock Holding History

Storgate’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 		$767K Buy
370
+246
+198% +$526K 0.16% 155
2026
Q1 		$272K Buy
124
+11
+10% +$23.6K 0.21% 131
2025
Q4 		$235K Buy
+113
New +$221K 0.19% 144

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

Storgate's WTM Position: Q2 2026 in Review

Storgate increased its White Mountains Insurance (WTM) stake by 198% in Q2 2026, buying an estimated $526K and bringing the position to 370 shares worth $767K. The position accounts for 0.16% of the portfolio, ranked #155.

Storgate first reported a position in WTM in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Storgate held 370 shares of White Mountains Insurance worth $767K as of Q2 2026.
  • Storgate bought 246 White Mountains Insurance shares in Q2 2026, an estimated $526K.
  • White Mountains Insurance made up 0.16% of Storgate's portfolio in Q2 2026, its #155 holding.
  • Storgate first reported a position in White Mountains Insurance in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.