DOSSIER · 13F-HR · Q1 2026

WHITE MOUNTAINS INSURANCE GROUP LTD

WHITE MOUNTAINS INSURANCE's pension fund based in Boston, MA $313M in tracked AUM across 2 positions as of Q1 2026.

WM
WHITE MOUNTAINS INSURANCE·Boston, MA·Pension Fund
CIK 0000776867 · last filed Mar 31, 2026
Total AUM
$313M
9.4%
vs prior
Holdings
2
positions
Whale Score
76
76
strong
Activity
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

White Mountains Insurance Group Ltd (WTM) presents a highly concentrated and specialized investment portfolio as of the third quarter of 2025. With a total market value of approximately $203.21 million, the portfolio is characterized by extreme concentration, comprising only a single holding. This represents a slight increase of 3.9% in total value compared to the previous quarter's $195.53 million. The lack of diversification—evidenced by a count of just one security—ind...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MAX
MEDIAALPHA INC
$166M17.9M53.0%
02
SPY
SPDR S&P 500 ETF TR
$147M227K47.0%

Filing history

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