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

UBS Group’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 		$33.6M Buy
16,198
+5,757
+55% +$12.3M ﹤0.01% 2140
2026
Q1 		$22.9M Buy
10,441
+4,440
+74% +$9.51M ﹤0.01% 2434
2025
Q4 		$12.5M Sell
6,001
-6,084
-50% -$11.9M ﹤0.01% 3059
2025
Q3 		$20.2M Buy
12,085
+7,073
+141% +$12.6M ﹤0.01% 2552
2025
Q2 		$9M Buy
5,012
+1,494
+42% +$2.66M ﹤0.01% 3187
2025
Q1 		$6.77M Sell
3,518
-788
-18% -$1.48M ﹤0.01% 3471
2024
Q4 		$8.38M Buy
4,306
+1,300
+43% +$2.46M ﹤0.01% 3254
2024
Q3 		$5.1M Buy
3,006
+1,259
+72% +$2.2M ﹤0.01% 3055
2024
Q2 		$3.18M Sell
1,747
-17
-1% -$30.1K ﹤0.01% 3295
2024
Q1 		$3.17M Buy
1,764
+130
+8% +$218K ﹤0.01% 3454
2023
Q4 		$2.46M Sell
1,634
-136
-8% -$202K ﹤0.01% 3582
2023
Q3 		$2.65M Buy
1,770
+598
+51% +$918K ﹤0.01% 3175
2023
Q2 		$1.63M Sell
1,172
-738
-39% -$1.04M ﹤0.01% 3730
2023
Q1 		$2.63M Buy
1,910
+566
+42% +$812K ﹤0.01% 3142
2022
Q4 		$1.9M Sell
1,344
-650
-33% -$881K ﹤0.01% 3436
2022
Q3 		$2.6M Buy
1,994
+655
+49% +$847K ﹤0.01% 2927
2022
Q2 		$1.67M Sell
1,339
-437
-25% -$508K ﹤0.01% 3303
2022
Q1 		$2.02M Sell
1,776
-1,184
-40% -$1.24M ﹤0.01% 3416
2021
Q4 		$3M Sell
2,960
-416
-12% -$439K ﹤0.01% 3352
2021
Q3 		$3.61M Sell
3,376
-293
-8% -$327K ﹤0.01% 3019
2021
Q2 		$4.21M Sell
3,669
-222
-6% -$259K ﹤0.01% 2871
2021
Q1 		$4.34M Buy
3,891
+288
+8% +$322K ﹤0.01% 2766
2020
Q4 		$3.61M Sell
3,603
-1,112
-24% -$1.05M ﹤0.01% 2798
2020
Q3 		$3.67M Buy
4,715
+1,517
+47% +$1.31M ﹤0.01% 2487
2020
Q2 		$2.84M Buy
3,198
+2,238
+233% +$2.02M ﹤0.01% 2552
2020
Q1 		$874K Sell
960
-863
-47% -$893K ﹤0.01% 3470
2019
Q4 		$2.03M Sell
1,823
-636
-26% -$694K ﹤0.01% 3535
2019
Q3 		$2.66M Buy
2,459
+527
+27% +$562K ﹤0.01% 3020
2019
Q2 		$1.97M Buy
1,932
+441
+30% +$424K ﹤0.01% 3161
2019
Q1 		$1.38M Sell
1,491
-63
-4% -$57.1K ﹤0.01% 3317
2018
Q4 		$1.33M Buy
1,554
+126
+9% +$112K ﹤0.01% 3421
2018
Q3 		$1.34M Buy
1,428
+164
+13% +$152K ﹤0.01% 3578
2018
Q2 		$1.15M Sell
1,264
-438
-26% -$386K ﹤0.01% 3665
2018
Q1 		$1.4M Buy
1,702
+282
+20% +$233K ﹤0.01% 3430
2017
Q4 		$1.21M Buy
1,420
+568
+67% +$496K ﹤0.01% 3616
2017
Q3 		$730K Sell
852
-333
-28% -$286K ﹤0.01% 3944
2017
Q2 		$1.03M Sell
1,185
-1,072
-47% -$930K ﹤0.01% 3589
2017
Q1 		$1.99M Buy
2,257
+411
+22% +$368K ﹤0.01% 2946
2016
Q4 		$1.54M Buy
1,846
+333
+22% +$279K ﹤0.01% 3147
2016
Q3 		$1.26M Sell
1,513
-670
-31% -$552K ﹤0.01% 3254
2016
Q2 		$1.84M Sell
2,183
-802
-27% -$654K ﹤0.01% 2851
2016
Q1 		$2.4M Buy
2,985
+896
+43% +$670K ﹤0.01% 2521
2015
Q4 		$1.52M Buy
2,089
+1,325
+173% +$1.01M ﹤0.01% 3058
2015
Q3 		$571K Sell
764
-994
-57% -$715K ﹤0.01% 3788
2015
Q2 		$1.15M Buy
1,758
+261
+17% +$173K ﹤0.01% 3450
2015
Q1 		$1.02M Buy
1,497
+370
+33% +$244K ﹤0.01% 3553
2014
Q4 		$710K Buy
+1,127
New +$717K ﹤0.01% 3869

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 Group's WTM Position: Q2 2026 in Review

UBS Group increased its White Mountains Insurance (WTM) stake by 55% in Q2 2026, buying an estimated $12.3M and bringing the position to 16,198 shares worth $33.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

UBS Group first reported a position in WTM in Q4 2014 and has held it in 47 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • UBS Group held 16,198 shares of White Mountains Insurance worth $33.6M as of Q2 2026.
  • UBS Group bought 5,757 White Mountains Insurance shares in Q2 2026, an estimated $12.3M.
  • White Mountains Insurance made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2140 holding.
  • UBS Group first reported a position in White Mountains Insurance in Q4 2014 and has held it in 47 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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