Cliff Asness’s WTM Holdings & Trades

First Buy
Q4 2014
Duration Held
44 Quarters
Largest Add
Q2 2021
+18,059 Shares
Current Position
5,913 Shares
$9.84 M Value

Cliff Asness's WTM Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 5,913 shares of White Mountains Insurance Group, Ltd. (WTM) worth $9.84 M, representing 0.01% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 18,059 shares. Largest reduction occurred in Q3 2017, reducing 25,180 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness'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 Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2014 +1,000 New Buy 1,000 $630.00
Q1 2015 +7 Add 0.70% 1,007 $684.21
Q2 2015 -293 Reduce 29.10% 714 $655.46
Q3 2015 +2,279 Add 319.19% 2,993 $747.41
Q4 2015 +7,796 Add 260.47% 10,789 $726.85
Q1 2016 +4,783 Add 44.33% 15,572 $802.59
Q2 2016 -758 Reduce 4.87% 14,814 $841.97
Q3 2016 +2,241 Add 15.13% 17,055 $830.02
Q4 2016 +2,452 Add 14.38% 19,507 $836.06
Q1 2017 +4,514 Add 23.14% 24,021 $879.90
Q2 2017 +7,241 Add 30.14% 31,262 $868.63
Q3 2017 -25,180 Reduce 80.55% 6,082 $856.95
Q4 2017 -932 Reduce 15.32% 5,150 $851.46
Q1 2018 -102 Reduce 1.98% 5,048 $822.50
Q2 2018 -5,048 Sold Out 5,048 $0.00
Q3 2018 +889 New Buy 889 $935.88
Q4 2018 +631 Add 70.98% 1,520 $857.89
Q1 2019 +834 Add 54.87% 2,354 $925.66
Q2 2019 -1,260 Reduce 53.53% 1,094 $1021.02
Q3 2019 +6,863 Add 627.33% 7,957 $1080.06
Q4 2019 +1,812 Add 22.77% 9,769 $1115.47
Q1 2020 +3,521 Add 36.04% 13,290 $904.97
Q2 2020 -9,689 Reduce 72.90% 3,601 $883.92
Q3 2020 +11 Add 0.31% 3,612 $779.07
Q4 2020 -868 Reduce 24.03% 2,744 $991.25
Q1 2021 +7,541 Add 274.82% 10,285 $1114.92
Q2 2021 +18,059 Add 175.59% 28,344 $1142.53
Q3 2021 +2,997 Add 10.57% 31,341 $1069.62
Q4 2021 -14,880 Reduce 47.48% 16,461 $1013.00
Q1 2022 -13,028 Reduce 79.14% 3,433 $1104.86
Q2 2022 -1,011 Reduce 29.45% 2,422 $1229.15
Q3 2022 -2,422 Sold Out 2,422 $0.00
Q4 2022 +3,771 New Buy 3,771 $1409.45
Q1 2023 +2,926 Add 77.59% 6,697 $1377.29
Q2 2023 +2,566 Add 38.32% 9,263 $1380.00
Q3 2023 +317 Add 3.42% 9,580 $1495.69
Q4 2023 -480 Reduce 5.01% 9,100 $1489.42
Q1 2024 +52 Add 0.57% 9,152 $1794.30
Q2 2024 +1,296 Add 14.16% 10,448 $1774.01
Q3 2024 +458 Add 4.38% 10,906 $1695.34
Q4 2024 -766 Reduce 7.02% 10,140 $1932.36
Q1 2025 -1,648 Reduce 16.25% 8,492 $1910.10
Q2 2025 -408 Reduce 4.80% 8,084 $1786.24
Q3 2025 -2,171 Reduce 26.86% 5,913 $1663.72

Cliff Asness's White Mountains Insurance Group Investment FAQs

Cliff Asness first purchased White Mountains Insurance Group, Ltd. (WTM) in Q4 2014, acquiring 1,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held White Mountains Insurance Group, Ltd. (WTM) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q2 2021, adding 28,344 shares worth $32.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 5,913 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $9.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 31,341 shares, as reported at the end of Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.