T. Rowe Price Investment Management’s White Mountains Insurance WTM Stock Holding History

T. Rowe Price Investment 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 Q1	$91.2M	Sell	41,513 -3,047	-7%	-$6.52M	0.06%	266
2025 Q4	$92.6M	Sell	44,560 -3,212	-7%	-$6.28M	0.06%	260
2025 Q3	$79.9M	Sell	47,772 -15,169	-24%	-$27.1M	0.05%	304
2025 Q2	$113M	Buy	62,941 +475	+0.8%	+$845K	0.07%	259
2025 Q1	$120M	Buy	62,466 +4,711	+8%	+$8.87M	0.08%	243
2024 Q4	$112M	Buy	57,755 +72	+0.1%	+$136K	0.07%	267
2024 Q3	$97.8M	Sell	57,683 -73	-0.1%	-$127K	0.06%	300
2024 Q2	$105M	Sell	57,756 -1,533	-3%	-$2.71M	0.07%	276
2024 Q1	$106M	Buy	59,289 +127	+0.2%	+$213K	0.07%	283
2023 Q4	$89M	Buy	59,162 +15,943	+37%	+$23.7M	0.06%	292
2023 Q3	$64.6M	Buy	43,219 +33,567	+348%	+$51.5M	0.05%	325
2023 Q2	$13.4M	Buy	+9,652	New	+$13.6M	0.01%	506

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

T. Rowe Price Investment Management's WTM Position: Q1 2026 in Review

T. Rowe Price Investment Management reduced its White Mountains Insurance (WTM) stake by 6.8% in Q1 2026, selling an estimated $6.52M and leaving 41,513 shares worth $91.2M. The position accounts for 0.06% of the portfolio, ranked #266.

T. Rowe Price Investment Management first reported a position in WTM in Q2 2023 and has held it in 12 quarters since. The position peaked at $120M in Q1 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

T. Rowe Price Investment Management held 41,513 shares of White Mountains Insurance worth $91.2M as of Q1 2026.
T. Rowe Price Investment Management sold 3,047 White Mountains Insurance shares in Q1 2026, an estimated $6.52M.
White Mountains Insurance made up 0.06% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #266 holding.
T. Rowe Price Investment Management first reported a position in White Mountains Insurance in Q2 2023 and has held it in 12 quarters since.
T. Rowe Price Investment Management's White Mountains Insurance position peaked at $120M in Q1 2025.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.