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WPG Advisers’s White Mountains Insurance WTM Stock Holding History

WPG Advisers’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 		$51.8K Sell
25
-5
-17% -$10.7K 0.03% 300
2026
Q1 		$65.9K Sell
30
-2
-6% -$4.28K 0.05% 223
2025
Q4 		$66.5K Hold
32
– – 0.05% 231
2025
Q3 		$53.5K Hold
32
– – 0.04% 279
2025
Q2 		$57.5K Sell
32
-7
-18% -$12.4K 0.05% 246
2025
Q1 		$75.1K Sell
39
-7
-15% -$13.2K 0.07% 194
2024
Q4 		$89.5K Buy
+46
New +$86.9K 0.08% 191

Other funds holding WTM

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

WPG Advisers's WTM Position: Q2 2026 in Review

WPG Advisers reduced its White Mountains Insurance (WTM) stake by 17% in Q2 2026, selling an estimated $10.7K and leaving 25 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #300.

WPG Advisers first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.5K in Q4 2024. 166 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • WPG Advisers held 25 shares of White Mountains Insurance worth $51.8K as of Q2 2026.
  • WPG Advisers sold 5 White Mountains Insurance shares in Q2 2026, an estimated $10.7K.
  • White Mountains Insurance made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #300 holding.
  • WPG Advisers first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's White Mountains Insurance position peaked at $89.5K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.