ZIM
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Zacks Investment Management’s White Mountains Insurance WTM Stock Holding History

Zacks 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 		– Sell
-157
Closed -$345K – 828
2026
Q1 		$345K Hold
157
– – ﹤0.01% 557
2025
Q4 		$326K Hold
157
– – ﹤0.01% 571
2025
Q3 		$262K Buy
157
+9
+6% +$16.1K ﹤0.01% 606
2025
Q2 		$266K Hold
148
– – ﹤0.01% 576
2025
Q1 		$285K Hold
148
– – ﹤0.01% 558
2024
Q4 		$288K Hold
148
– – ﹤0.01% 556
2024
Q3 		$251K Buy
+148
New +$258K ﹤0.01% 591
2015
Q1 		– Sell
-347
Closed -$219K – 722
2014
Q4 		$219K Sell
347
-68
-16% -$43.2K 0.01% 580
2014
Q3 		$261K Sell
415
-112
-21% -$69.9K 0.01% 571
2014
Q2 		$321K Sell
527
-650
-55% -$387K 0.01% 554
2014
Q1 		$706K Buy
+1,177
New +$687K 0.03% 320
2013
Q4 		– Sell
-480
Closed -$273K – 755
2013
Q3 		$273K Sell
480
-20
-4% -$11.6K 0.01% 540
2013
Q2 		$287K Buy
+500
New +$292K 0.01% 468

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

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

Zacks Investment Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 157 shares — an estimated $345K sold.

Zacks Investment Management first reported a position in WTM in Q2 2013 and held it in 13 quarters. The position peaked at $706K in Q1 2014. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Zacks Investment Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 157 White Mountains Insurance shares in Q2 2026, an estimated $345K.
  • Zacks Investment Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 13 quarters.
  • Zacks Investment Management's White Mountains Insurance position peaked at $706K in Q1 2014.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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