Chuck Royce's WTM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 6,460 shares of White Mountains Insurance Group, Ltd. (WTM) worth $14.19 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 7,865 shares. Largest reduction occurred in Q2 2025, reducing 4,985 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce'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 Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +513 | Add 8.63% | 6,460 | $2196.96 |
| Q4 2025 | -355 | Reduce 5.63% | 5,947 | $2078.03 |
| Q3 2025 | -301 | Reduce 4.56% | 6,302 | $1671.52 |
| Q2 2025 | -4,985 | Reduce 43.02% | 6,603 | $1795.72 |
| Q1 2025 | -718 | Reduce 5.83% | 11,588 | $1925.81 |
| Q4 2024 | -2,161 | Reduce 14.94% | 12,306 | $1945.06 |
| Q3 2024 | -558 | Reduce 3.71% | 14,467 | $1696.20 |
| Q2 2024 | -1,117 | Reduce 6.92% | 15,025 | $1817.45 |
| Q1 2024 | -1,793 | Reduce 10.00% | 16,142 | $1794.30 |
| Q4 2023 | -2,466 | Reduce 12.09% | 17,935 | $1505.01 |
| Q3 2023 | +7,865 | Add 62.74% | 20,401 | $1495.69 |
| Q2 2023 | -1,120 | Reduce 8.20% | 12,536 | $1388.91 |
| Q1 2023 | +1,150 | Add 9.20% | 13,656 | $1377.49 |
| Q3 2022 | +2,040 | Add 19.49% | 12,506 | $1303.05 |
| Q2 2022 | -2,050 | Reduce 16.38% | 10,466 | $1246.13 |
| Q1 2022 | -530 | Reduce 4.06% | 12,516 | $1136.23 |
| Q4 2021 | +6,149 | Add 89.15% | 13,046 | $1013.87 |
| Q3 2021 | +6,897 | New Buy | 6,897 | $1069.60 |
| Q3 2019 | -2,085 | Sold Out | 0 | $0.00 |
| Q2 2019 | -66 | Reduce 3.07% | 2,085 | $1021.58 |
| Q1 2019 | -27 | Reduce 1.24% | 2,151 | $925.62 |
| Q4 2018 | -71 | Reduce 3.16% | 2,178 | $857.67 |
| Q4 2017 | -80 | Reduce 3.43% | 2,249 | $851.49 |
| Q3 2017 | -105 | Reduce 4.31% | 2,329 | $857.02 |
| Q4 2016 | -100 | Reduce 3.95% | 2,434 | $836.07 |
| Q1 2016 | -3,100 | Reduce 55.02% | 2,534 | $802.68 |
| Q1 2015 | +500 | Add 9.74% | 5,634 | $684.59 |
| Q4 2014 | +400 | Add 8.45% | 5,134 | $630.11 |
| Q3 2014 | +1,200 | Add 33.96% | 4,734 | $630.12 |
| Q2 2013 | +3,534 | Add 0.00% | 3,534 | $574.99 |
Chuck Royce's White Mountains Insurance Group Investment FAQs
Chuck Royce first purchased White Mountains Insurance Group, Ltd. (WTM) in Q2 2013, acquiring 3,534 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held White Mountains Insurance Group, Ltd. (WTM) for 45 quarters since Q2 2013.
Chuck Royce's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q3 2023, adding 20,401 shares worth $30.51 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 6,460 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $14.19 M.
As of the Q1 2026 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.14% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 20,401 shares, as reported at the end of Q3 2023.