WCM Investment Management
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WCM Investment Management’s White Mountains Insurance WTM Stock Holding History

WCM Investment Management’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 		$2.5M Sell
1,197
-4,798
-80% -$10.3M ﹤0.01% 196
2026
Q1 		$13.2M Sell
5,995
-4,687
-44% -$10M 0.03% 126
2025
Q4 		$22.2M Sell
10,682
-2,553
-19% -$4.99M 0.05% 76
2025
Q3 		$22.2M Buy
13,235
+138
+1% +$246K 0.05% 85
2025
Q2 		$23.4M Sell
13,097
-148
-1% -$263K 0.05% 79
2025
Q1 		$25.2M Buy
13,245
+1,594
+14% +$3M 0.06% 61
2024
Q4 		$22.5M Buy
+11,651
New +$22M 0.05% 78

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

WCM Investment Management's WTM Position: Q2 2026 in Review

WCM Investment Management reduced its White Mountains Insurance (WTM) stake by 80% in Q2 2026, selling an estimated $10.3M and leaving 1,197 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #196.

WCM Investment Management first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.2M in Q1 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • WCM Investment Management held 1,197 shares of White Mountains Insurance worth $2.5M as of Q2 2026.
  • WCM Investment Management sold 4,798 White Mountains Insurance shares in Q2 2026, an estimated $10.3M.
  • White Mountains Insurance made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #196 holding.
  • WCM Investment Management first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • WCM Investment Management's White Mountains Insurance position peaked at $25.2M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.