Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s White Mountains Insurance WTM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$688K Sell
332
-73
-18% -$156K ﹤0.01% 1697
2026
Q1 		$890K Buy
405
+46
+13% +$98.5K ﹤0.01% 1548
2025
Q4 		$746K Buy
359
+67
+23% +$131K ﹤0.01% 1589
2025
Q3 		$488K Buy
292
+62
+27% +$111K ﹤0.01% 1754
2025
Q2 		$413K Buy
230
+70
+44% +$124K ﹤0.01% 1735
2025
Q1 		$308K Sell
160
-56
-26% -$105K ﹤0.01% 1779
2024
Q4 		$420K Buy
+216
New +$408K ﹤0.01% 980

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

Universal-Beteiligungs- und Servicegesellschaft's WTM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its White Mountains Insurance (WTM) stake by 18% in Q2 2026, selling an estimated $156K and leaving 332 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 332 shares of White Mountains Insurance worth $688K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 73 White Mountains Insurance shares in Q2 2026, an estimated $156K.
  • White Mountains Insurance made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1697 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's White Mountains Insurance position peaked at $890K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.