UBS AM
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UBS AM’s White Mountains Insurance WTM Stock Holding History

UBS AM’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 		$126K Sell
61
-7,765
-99% -$16.6M ﹤0.01% 2792
2026
Q1 		$17.2M Buy
7,826
+171
+2% +$366K ﹤0.01% 944
2025
Q4 		$15.9M Buy
7,655
+7,648
+109,257% +$15M ﹤0.01% 933
2025
Q3 		$11.7K Sell
7
-12,269
-100% -$21.9M ﹤0.01% 2254
2025
Q2 		$22M Buy
12,276
+989
+9% +$1.76M ﹤0.01% 1013
2025
Q1 		$21.7M Buy
11,287
+1,183
+12% +$2.23M 0.01% 927
2024
Q4 		$19.7M Buy
10,104
+2,464
+32% +$4.66M ﹤0.01% 961
2024
Q3 		$13M Sell
7,640
-79
-1% -$138K ﹤0.01% 1119
2024
Q2 		$14M Buy
7,719
+3,900
+102% +$6.9M ﹤0.01% 1000
2024
Q1 		$6.85M Buy
3,819
+38
+1% +$63.7K ﹤0.01% 1136
2023
Q4 		$5.69M Sell
3,781
-2
-0.1% -$2.97K ﹤0.01% 1191
2023
Q3 		$5.66M Sell
3,783
-916
-19% -$1.41M ﹤0.01% 1161
2023
Q2 		$6.47M Hold
4,699
– – ﹤0.01% 1124
2023
Q1 		$6.47M Sell
4,699
-95
-2% -$136K ﹤0.01% 1124
2022
Q4 		$6.78M Buy
4,794
+210
+5% +$285K ﹤0.01% 1075
2022
Q3 		$5.97M Sell
4,584
-868
-16% -$1.12M ﹤0.01% 1142
2022
Q2 		$6.79M Sell
5,452
-1,725
-24% -$2M ﹤0.01% 1101
2022
Q1 		$8.15M Sell
7,177
-69
-1% -$72.2K ﹤0.01% 1151
2021
Q4 		$7.35M Sell
7,246
-326
-4% -$344K ﹤0.01% 1244
2021
Q3 		$8.1M Buy
7,572
+538
+8% +$601K ﹤0.01% 1164
2021
Q2 		$8.08M Buy
7,034
+1,348
+24% +$1.57M ﹤0.01% 1194
2021
Q1 		$6.34M Sell
5,686
-511
-8% -$572K ﹤0.01% 1240
2020
Q4 		$6.2M Buy
6,197
+264
+4% +$248K ﹤0.01% 1209
2020
Q3 		$4.62M Buy
5,933
+20
+0.3% +$17.3K ﹤0.01% 1182
2020
Q2 		$5.25M Buy
5,913
+1,652
+39% +$1.49M ﹤0.01% 1097
2020
Q1 		$3.88M Sell
4,261
-74
-2% -$76.6K ﹤0.01% 1142
2019
Q4 		$4.84M Buy
4,335
+60
+1% +$65.4K ﹤0.01% 1204
2019
Q3 		$4.62M Sell
4,275
-167
-4% -$178K ﹤0.01% 1234
2019
Q2 		$4.54M Sell
4,442
-945
-18% -$909K ﹤0.01% 1236
2019
Q1 		$4.99M Buy
5,387
+65
+1% +$58.9K ﹤0.01% 1148
2018
Q4 		$4.56M Buy
5,322
+294
+6% +$262K ﹤0.01% 1124
2018
Q3 		$4.71M Buy
5,028
+65
+1% +$60.2K ﹤0.01% 1156
2018
Q2 		$4.5M Sell
4,963
-1,888
-28% -$1.66M ﹤0.01% 1192
2018
Q1 		$5.64M Sell
6,851
-2,133
-24% -$1.76M ﹤0.01% 1101
2017
Q4 		$7.65M Sell
8,984
-2,485
-22% -$2.17M 0.01% 984
2017
Q3 		$9.83M Buy
11,469
+7,926
+224% +$6.81M 0.01% 906
2017
Q2 		$3.08M Sell
3,543
-338
-9% -$293K ﹤0.01% 1204
2017
Q1 		$3.41M Buy
3,881
+1,506
+63% +$1.35M ﹤0.01% 1132
2016
Q4 		$1.99M Sell
2,375
-10,689
-82% -$8.96M ﹤0.01% 1286
2016
Q3 		$10.8M Sell
13,064
-16,087
-55% -$13.3M 0.01% 861
2016
Q2 		$24.5M Buy
29,151
+20,170
+225% +$16.5M 0.03% 591
2016
Q1 		$7.21M Buy
8,981
+5,332
+146% +$3.99M 0.01% 928
2015
Q4 		$2.65M Buy
3,649
+2,865
+365% +$2.19M ﹤0.01% 1313
2015
Q3 		$586K Buy
784
+274
+54% +$197K ﹤0.01% 1942
2015
Q2 		$334K Hold
510
– – ﹤0.01% 2299
2015
Q1 		$349K Sell
510
-297
-37% -$196K ﹤0.01% 2177
2014
Q4 		$508K Hold
807
– – ﹤0.01% 1936
2014
Q3 		$508K Hold
807
– – ﹤0.01% 1875
2014
Q2 		$491K Hold
807
– – ﹤0.01% 1919
2014
Q1 		$484K Sell
807
-1,423
-64% -$830K ﹤0.01% 1912
2013
Q4 		$1.34M Hold
2,230
– – ﹤0.01% 1413
2013
Q3 		$1.27M Sell
2,230
-200
-8% -$116K ﹤0.01% 1407
2013
Q2 		$1.4M Buy
+2,430
New +$1.42M ﹤0.01% 1335

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

UBS AM's WTM Position: Q2 2026 in Review

UBS AM reduced its White Mountains Insurance (WTM) stake by 99% in Q2 2026, selling an estimated $16.6M and leaving 61 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

UBS AM first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.5M in Q2 2016. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • UBS AM held 61 shares of White Mountains Insurance worth $126K as of Q2 2026.
  • UBS AM sold 7,765 White Mountains Insurance shares in Q2 2026, an estimated $16.6M.
  • White Mountains Insurance made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2792 holding.
  • UBS AM first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's White Mountains Insurance position peaked at $24.5M in Q2 2016.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.