Wellington Management Group
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Wellington Management Group’s White Mountains Insurance WTM Stock Holding History

Wellington Management 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
Q1 		$32.7M Sell
14,884
-1,044
-7% -$2.24M 0.01% 861
2025
Q4 		$33.1M Sell
15,928
-3,283
-17% -$6.42M 0.01% 855
2025
Q3 		$32.1M Sell
19,211
-5,440
-22% -$9.71M 0.01% 856
2025
Q2 		$44.3M Sell
24,651
-787
-3% -$1.4M 0.01% 718
2025
Q1 		$49M Sell
25,438
-24,488
-49% -$46.1M 0.01% 686
2024
Q4 		$97.1M Sell
49,926
-10,749
-18% -$20.3M 0.02% 535
2024
Q3 		$103M Sell
60,675
-9,114
-13% -$15.9M 0.02% 525
2024
Q2 		$127M Buy
69,789
+8,783
+14% +$15.5M 0.02% 482
2024
Q1 		$109M Sell
61,006
-6,375
-9% -$10.7M 0.02% 539
2023
Q4 		$101M Sell
67,381
-3,440
-5% -$5.11M 0.02% 557
2023
Q3 		$106M Sell
70,821
-8,814
-11% -$13.5M 0.02% 509
2023
Q2 		$111M Buy
79,635
+8,911
+13% +$12.5M 0.02% 525
2023
Q1 		$97.4M Sell
70,724
-12,650
-15% -$18.1M 0.02% 542
2022
Q4 		$118M Sell
83,374
-6,636
-7% -$8.99M 0.02% 492
2022
Q3 		$117M Sell
90,010
-96,088
-52% -$124M 0.03% 475
2022
Q2 		$232M Sell
186,098
-26,924
-13% -$31.3M 0.05% 338
2022
Q1 		$242M Sell
213,022
-8,537
-4% -$8.94M 0.04% 371
2021
Q4 		$225M Sell
221,559
-2,301
-1% -$2.43M 0.04% 408
2021
Q3 		$239M Sell
223,860
-12,808
-5% -$14.3M 0.04% 394
2021
Q2 		$272M Buy
236,668
+703
+0.3% +$821K 0.05% 374
2021
Q1 		$263M Sell
235,965
-14,755
-6% -$16.5M 0.05% 366
2020
Q4 		$251M Buy
250,720
+9,867
+4% +$9.28M 0.05% 361
2020
Q3 		$188M Sell
240,853
-12,157
-5% -$10.5M 0.04% 382
2020
Q2 		$225M Buy
253,010
+9,104
+4% +$8.21M 0.05% 328
2020
Q1 		$222M Sell
243,906
-3,976
-2% -$4.12M 0.06% 274
2019
Q4 		$277M Sell
247,882
-2,102
-0.8% -$2.29M 0.06% 315
2019
Q3 		$270M Sell
249,984
-12,292
-5% -$13.1M 0.06% 304
2019
Q2 		$268M Buy
262,276
+12,670
+5% +$12.2M 0.06% 294
2019
Q1 		$231M Buy
249,606
+25,351
+11% +$23M 0.05% 327
2018
Q4 		$192M Sell
224,255
-965
-0.4% -$860K 0.05% 346
2018
Q3 		$211M Buy
225,220
+5,031
+2% +$4.66M 0.04% 377
2018
Q2 		$200M Buy
220,189
+33,653
+18% +$29.6M 0.04% 375
2018
Q1 		$153M Buy
186,536
+9,188
+5% +$7.58M 0.03% 440
2017
Q4 		$151M Buy
177,348
+18,828
+12% +$16.5M 0.03% 429
2017
Q3 		$136M Buy
158,520
+10,311
+7% +$8.87M 0.03% 455
2017
Q2 		$129M Buy
148,209
+9,384
+7% +$8.14M 0.03% 435
2017
Q1 		$122M Buy
138,825
+657
+0.5% +$589K 0.03% 438
2016
Q4 		$116M Sell
138,168
-11,308
-8% -$9.48M 0.03% 451
2016
Q3 		$124M Buy
149,476
+8,385
+6% +$6.91M 0.03% 422
2016
Q2 		$119M Sell
141,091
-551
-0.4% -$450K 0.03% 430
2016
Q1 		$114M Buy
141,642
+22
+0% +$16.5K 0.03% 434
2015
Q4 		$103M Sell
141,620
-15,347
-10% -$11.8M 0.03% 459
2015
Q3 		$117M Sell
156,967
-1,435
-0.9% -$1.03M 0.03% 408
2015
Q2 		$104M Sell
158,402
-7,329
-4% -$4.86M 0.03% 478
2015
Q1 		$113M Buy
165,731
+1,546
+0.9% +$1.02M 0.03% 470
2014
Q4 		$103M Sell
164,185
-530
-0.3% -$337K 0.03% 492
2014
Q3 		$104M Sell
164,715
-1,685
-1% -$1.05M 0.03% 488
2014
Q2 		$101M Buy
166,400
+71,573
+75% +$42.6M 0.03% 519
2014
Q1 		$56.9M Buy
94,827
+76,525
+418% +$44.7M 0.02% 700
2013
Q4 		$11M Sell
18,302
-340
-2% -$200K ﹤0.01% 1208
2013
Q3 		$10.6M Buy
18,642
+5,497
+42% +$3.19M ﹤0.01% 1201
2013
Q2 		$7.56M Buy
+13,145
New +$7.67M ﹤0.01% 1285

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wellington Management Group's WTM Position: Q1 2026 in Review

Wellington Management Group reduced its White Mountains Insurance (WTM) stake by 6.6% in Q1 2026, selling an estimated $2.24M and leaving 14,884 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #861.

Wellington Management Group first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $277M in Q4 2019. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Wellington Management Group held 14,884 shares of White Mountains Insurance worth $32.7M as of Q1 2026.
  • Wellington Management Group sold 1,044 White Mountains Insurance shares in Q1 2026, an estimated $2.24M.
  • White Mountains Insurance made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #861 holding.
  • Wellington Management Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's White Mountains Insurance position peaked at $277M in Q4 2019.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.