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Xponance’s White Mountains Insurance WTM Stock Holding History

Xponance’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 		$357K Sell
172
-10
-5% -$21.4K ﹤0.01% 1309
2026
Q1 		$400K Buy
182
+59
+48% +$126K ﹤0.01% 1115
2025
Q4 		$256K Buy
123
+3
+3% +$5.87K ﹤0.01% 1262
2025
Q3 		$201K Hold
120
– – ﹤0.01% 1364
2025
Q2 		$215K Buy
120
+4
+3% +$7.11K ﹤0.01% 1292
2025
Q1 		$223K Sell
116
-4
-3% -$7.53K ﹤0.01% 1232
2024
Q4 		$233K Buy
+120
New +$227K ﹤0.01% 1233

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

Xponance's WTM Position: Q2 2026 in Review

Xponance reduced its White Mountains Insurance (WTM) stake by 5.5% in Q2 2026, selling an estimated $21.4K and leaving 172 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Xponance first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Xponance held 172 shares of White Mountains Insurance worth $357K as of Q2 2026.
  • Xponance sold 10 White Mountains Insurance shares in Q2 2026, an estimated $21.4K.
  • White Mountains Insurance made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1309 holding.
  • Xponance first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • Xponance's White Mountains Insurance position peaked at $400K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.