Vanguard Group
WTM icon

Vanguard Group’s White Mountains Insurance WTM Stock Holding History

Vanguard 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
2025
Q4 		$490M Sell
235,698
-11,306
-5% -$22.1M 0.01% 1074
2025
Q3 		$413M Sell
247,004
-2,166
-0.9% -$3.86M 0.01% 1163
2025
Q2 		$447M Sell
249,170
-946
-0.4% -$1.68M 0.01% 1092
2025
Q1 		$482M Sell
250,116
-1,623
-0.6% -$3.06M 0.01% 1017
2024
Q4 		$490M Buy
251,739
+956
+0.4% +$1.81M 0.01% 1045
2024
Q3 		$425M Sell
250,783
-252
-0.1% -$439K 0.01% 1129
2024
Q2 		$456M Sell
251,035
-895
-0.4% -$1.58M 0.01% 1036
2024
Q1 		$452M Sell
251,930
-1,489
-0.6% -$2.5M 0.01% 1055
2023
Q4 		$381M Buy
253,419
+26
+0% +$38.6K 0.01% 1141
2023
Q3 		$379M Sell
253,393
-222
-0.1% -$341K 0.01% 1059
2023
Q2 		$352M Sell
253,615
-4,362
-2% -$6.14M 0.01% 1132
2023
Q1 		$355M Buy
257,977
+4,056
+2% +$5.82M 0.01% 1109
2022
Q4 		$359M Buy
253,921
+4,689
+2% +$6.35M 0.01% 1064
2022
Q3 		$325M Sell
249,232
-30,322
-11% -$39.2M 0.01% 1086
2022
Q2 		$348M Sell
279,554
-1,005
-0.4% -$1.17M 0.01% 1078
2022
Q1 		$319M Buy
280,559
+1,197
+0.4% +$1.25M 0.01% 1260
2021
Q4 		$283M Sell
279,362
-6,700
-2% -$7.08M 0.01% 1387
2021
Q3 		$306M Sell
286,062
-3,252
-1% -$3.63M 0.01% 1315
2021
Q2 		$332M Sell
289,314
-6,038
-2% -$7.05M 0.01% 1267
2021
Q1 		$329M Buy
295,352
+14,413
+5% +$16.1M 0.01% 1246
2020
Q4 		$281M Buy
280,939
+3,164
+1% +$2.98M 0.01% 1247
2020
Q3 		$216M Sell
277,775
-16,089
-5% -$13.9M 0.01% 1229
2020
Q2 		$261M Sell
293,864
-26,999
-8% -$24.3M 0.01% 1101
2020
Q1 		$292M Buy
320,863
+8,027
+3% +$8.31M 0.01% 906
2019
Q4 		$349M Buy
312,836
+8,986
+3% +$9.8M 0.01% 1026
2019
Q3 		$328M Buy
303,850
+4,622
+2% +$4.93M 0.01% 1022
2019
Q2 		$306M Buy
299,228
+788
+0.3% +$758K 0.01% 1094
2019
Q1 		$276M Buy
298,440
+13,139
+5% +$11.9M 0.01% 1138
2018
Q4 		$245M Buy
285,301
+6,035
+2% +$5.38M 0.01% 1120
2018
Q3 		$261M Buy
279,266
+8,080
+3% +$7.49M 0.01% 1209
2018
Q2 		$246M Sell
271,186
-33,930
-11% -$29.9M 0.01% 1213
2018
Q1 		$251M Buy
305,116
+17,290
+6% +$14.3M 0.01% 1145
2017
Q4 		$245M Buy
287,826
+13,382
+5% +$11.7M 0.01% 1168
2017
Q3 		$235M Sell
274,444
-43,948
-14% -$37.8M 0.01% 1145
2017
Q2 		$277M Buy
318,392
+4,178
+1% +$3.62M 0.01% 1016
2017
Q1 		$276M Buy
314,214
+13,717
+5% +$12.3M 0.01% 1011
2016
Q4 		$251M Buy
300,497
+2,874
+1% +$2.41M 0.01% 1026
2016
Q3 		$247M Buy
297,623
+11,083
+4% +$9.13M 0.01% 983
2016
Q2 		$241M Sell
286,540
-27,247
-9% -$22.2M 0.02% 943
2016
Q1 		$252M Buy
313,787
+7,534
+2% +$5.64M 0.02% 890
2015
Q4 		$223M Sell
306,253
-1,669
-0.5% -$1.28M 0.02% 940
2015
Q3 		$230M Buy
307,922
+17,839
+6% +$12.8M 0.02% 913
2015
Q2 		$190M Buy
290,083
+10,285
+4% +$6.82M 0.01% 1081
2015
Q1 		$192M Buy
279,798
+11,807
+4% +$7.79M 0.01% 1066
2014
Q4 		$169M Buy
267,991
+2,566
+1% +$1.63M 0.01% 1076
2014
Q3 		$167M Buy
265,425
+16,300
+7% +$10.2M 0.01% 1045
2014
Q2 		$152M Buy
249,125
+6,425
+3% +$3.83M 0.01% 1131
2014
Q1 		$146M Buy
242,700
+7,654
+3% +$4.47M 0.01% 1112
2013
Q4 		$142M Buy
235,046
+20,388
+9% +$12M 0.01% 1093
2013
Q3 		$122M Buy
214,658
+5,573
+3% +$3.24M 0.01% 1113
2013
Q2 		$120M Buy
+209,085
New +$122M 0.01% 1047

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group's WTM Position: Q4 2025 in Review

Vanguard Group reduced its White Mountains Insurance (WTM) stake by 4.6% in Q4 2025, selling an estimated $22.1M and leaving 235,698 shares worth $490M. The position accounts for 0.01% of the portfolio, ranked #1074.

Vanguard Group first reported a position in WTM in Q2 2013 and has held it in 51 quarters since. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Vanguard Group held 235,698 shares of White Mountains Insurance worth $490M as of Q4 2025.
  • Vanguard Group sold 11,306 White Mountains Insurance shares in Q4 2025, an estimated $22.1M.
  • White Mountains Insurance made up 0.01% of Vanguard Group's portfolio in Q4 2025, its #1074 holding.
  • Vanguard Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 51 quarters since.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.