Ray Dalio's WTM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 414 shares of White Mountains Insurance Group, Ltd. (WTM) worth $909,541, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ray Dalio has maintained this position in WTM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 414 shares. Largest reduction occurred in Q3 2024, reducing 756 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's White Mountains Insurance Group (WTM) Holding Value Over Time
Track share changes against reported price movement
Quarterly White Mountains Insurance Group (WTM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +414 | New Buy | 414 | $2196.96 |
| Q3 2024 | -756 | Sold Out | 0 | $0.00 |
| Q2 2024 | +756 | New Buy | 756 | $1817.45 |
Ray Dalio's White Mountains Insurance Group Investment FAQs
Ray Dalio first purchased White Mountains Insurance Group, Ltd. (WTM) in Q2 2024, acquiring 756 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held White Mountains Insurance Group, Ltd. (WTM) for 3 quarters since Q2 2024.
Ray Dalio's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q2 2024, adding 756 shares worth $1.37 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 414 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $909,541.
As of the Q1 2026 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 756 shares, as reported at the end of Q2 2024.