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Swiss Life Asset Management’s White Mountains Insurance WTM Stock Holding History

Swiss Life Asset 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 		$357K Buy
+172
New +$368K ﹤0.01% 1150
2026
Q1 		– Sell
-117
Closed -$243K – 1625
2025
Q4 		$243K Buy
+117
New +$229K ﹤0.01% 1156

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
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 Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swiss Life Asset Management's WTM Position: Q2 2026 in Review

Swiss Life Asset Management opened a new position in White Mountains Insurance (WTM) in Q2 2026: 172 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: Swiss Life Asset Management previously reported a position in WTM as recently as Q4 2025.

Swiss Life Asset Management first reported a position in WTM in Q4 2025 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Swiss Life Asset Management held 172 shares of White Mountains Insurance worth $357K as of Q2 2026.
  • White Mountains Insurance was a new Swiss Life Asset Management position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1150 holding.
  • Swiss Life Asset Management first reported a position in White Mountains Insurance in Q4 2025 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.