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WMIG

White Mountains Insurance Group Portfolio holdings

AUM $313M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
-16.68%
1 Year Est. Return
+14.8%
3 Year Est. Return
+45.79%
5 Year Est. Return
-49.99%
10 Year Est. Return
–
AUM
$426M
AUM Growth
-$117M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 47.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$225M 52.69%
383,146
– –
MAX icon
2
MediaAlpha
MAX
$758M
$202M 47.31%
17,856,614
– –

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SL
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EWA
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White Mountains Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, White Mountains Insurance Group held 2 positions worth $426M, down 22% from $543M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. White Mountains Insurance Group opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Communication Services at 47% of assets, down from 60% a quarter earlier.

  • White Mountains Insurance Group's ten largest holdings make up 100% of its $426M portfolio in Q4 2024.
  • White Mountains Insurance Group opened 0 new positions and closed 0 in Q4 2024.
  • White Mountains Insurance Group's portfolio value fell 22% quarter-over-quarter to $426M.

Based on White Mountains Insurance Group's 13F filing for Q4 2024, filed 12 Feb 2025.