Utah Retirement Systems’s White Mountains Insurance WTM Stock Holding History

Utah Retirement Systems’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	$261K	Sell	126 -8	-6%	-$17.1K	﹤0.01%	956
2026 Q1	$294K	Hold	134	–	–	﹤0.01%	865
2025 Q4	$278K	Hold	134	–	–	﹤0.01%	902
2025 Q3	$224K	Hold	134	–	–	﹤0.01%	961
2025 Q2	$241K	Hold	134	–	–	﹤0.01%	937
2025 Q1	$258K	Hold	134	–	–	﹤0.01%	889
2024 Q4	$261K	Hold	134	–	–	﹤0.01%	910
2024 Q3	$227K	Hold	134	–	–	﹤0.01%	952
2024 Q2	$244K	Hold	134	–	–	﹤0.01%	922
2024 Q1	$240K	Hold	134	–	–	﹤0.01%	918
2023 Q4	$202K	Hold	134	–	–	﹤0.01%	960
2023 Q3	$200K	Buy	+134	New	+$206K	﹤0.01%	943
2022 Q4	–	Sell	-156	Closed	-$203K	–	966
2022 Q3	$203K	Buy	+156	New	+$202K	﹤0.01%	922
2020 Q3	–	Sell	-580	Closed	-$515K	–	981
2020 Q2	$515K	Buy	580 +26	+5%	+$23.4K	0.01%	825
2020 Q1	$504K	Hold	554	–	–	0.01%	771
2019 Q4	$618K	Hold	554	–	–	0.01%	857
2019 Q3	$598K	Hold	554	–	–	0.01%	854
2019 Q2	$566K	Buy	554 +5	+0.9%	+$4.81K	0.01%	891
2019 Q1	$509K	Sell	549 -36	-6%	-$32.6K	0.01%	907
2018 Q4	$502K	Hold	585	–	–	0.01%	873
2018 Q3	$548K	Hold	585	–	–	0.01%	916
2018 Q2	$531K	Hold	585	–	–	0.01%	918
2018 Q1	$481K	Hold	585	–	–	0.01%	897
2017 Q4	$498K	Sell	585 -200	-25%	-$175K	0.01%	907
2017 Q3	$672K	Hold	785	–	–	0.02%	836
2017 Q2	$682K	Hold	785	–	–	0.02%	828
2017 Q1	$691K	Hold	785	–	–	0.02%	785
2016 Q4	$656K	Sell	785 -100	-11%	-$83.8K	0.02%	796
2016 Q3	$735K	Hold	885	–	–	0.02%	750
2016 Q2	$745K	Sell	885 -200	-18%	-$163K	0.02%	728
2016 Q1	$871K	Sell	1,085 -100	-8%	-$74.8K	0.02%	661
2015 Q4	$861K	Buy	1,185 +100	+9%	+$76.6K	0.02%	673
2015 Q3	$810K	Sell	1,085 -100	-8%	-$72K	0.02%	686
2015 Q2	$776K	Hold	1,185	–	–	0.02%	760
2015 Q1	$811K	Buy	1,185 +100	+9%	+$66K	0.02%	727
2014 Q4	$684K	Hold	1,085	–	–	0.02%	767
2014 Q3	$684K	Sell	1,085 -100	-8%	-$62.4K	0.02%	756
2014 Q2	$721K	Buy	1,185 +100	+9%	+$59.6K	0.02%	770
2014 Q1	$651K	Hold	1,085	–	–	0.02%	789
2013 Q4	$655K	Hold	1,085	–	–	0.02%	781
2013 Q3	$616K	Sell	1,085 -100	-8%	-$58.1K	0.02%	776
2013 Q2	$681K	Buy	+1,185	New	+$692K	0.02%	699

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Utah Retirement Systems's WTM Position: Q2 2026 in Review

Utah Retirement Systems reduced its White Mountains Insurance (WTM) stake by 6% in Q2 2026, selling an estimated $17.1K and leaving 126 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Utah Retirement Systems first reported a position in WTM in Q2 2013 and has held it in 42 quarters since. The position peaked at $871K in Q1 2016. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Utah Retirement Systems held 126 shares of White Mountains Insurance worth $261K as of Q2 2026.
Utah Retirement Systems sold 8 White Mountains Insurance shares in Q2 2026, an estimated $17.1K.
White Mountains Insurance made up ﹤0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #956 holding.
Utah Retirement Systems first reported a position in White Mountains Insurance in Q2 2013 and has held it in 42 quarters since.
Utah Retirement Systems's White Mountains Insurance position peaked at $871K in Q1 2016.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.