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HOTCHKIS & WILEY’s WTM Holdings & Trades

First Buy
Q4 2013
Duration Held
34 Quarters
Largest Add
Q4 2013
+197,901 Shares
Current Position
6,788 Shares
$14.07 M Value

HOTCHKIS & WILEY's WTM Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 6,788 shares of White Mountains Insurance Group, Ltd. (WTM) worth $14.07 M, representing 0.04% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in WTM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2014, adding 37,480 shares. Largest reduction occurred in Q1 2016, reducing 145,759 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY'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 HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +740 Add 12.24% 6,788 $2073.39
Q1 2026 -704 Reduce 10.43% 6,048 $2196.96
Q4 2025 -354 Reduce 4.98% 6,752 $2078.03
Q3 2025 +237 Add 3.45% 7,106 $1671.52
Q2 2025 -24 Reduce 0.35% 6,869 $1795.72
Q1 2025 -473 Reduce 6.42% 6,893 $1925.81
Q4 2024 +610 Add 9.03% 7,366 $1945.06
Q3 2024 -188 Reduce 2.71% 6,756 $1696.20
Q2 2024 +244 Add 3.64% 6,944 $1817.45
Q1 2024 -970 Reduce 12.65% 6,700 $1794.30
Q4 2023 +470 Add 6.53% 7,670 $1505.01
Q3 2023 +1,404 Add 24.22% 7,200 $1495.69
Q2 2023 +253 Add 4.56% 5,796 $1388.91
Q1 2023 +200 Add 3.74% 5,543 $1377.49
Q4 2022 +5,343 New Buy 5,343 $1414.33
Q3 2022 -6,297 Sold Out 0 $0.00
Q2 2022 -1,203 Reduce 16.04% 6,297 $1246.15
Q1 2022 +660 Add 9.65% 7,500 $1136.27
Q4 2021 +6,840 New Buy 6,840 $1013.89
Q2 2019 -4,542 Sold Out 0 $0.00
Q1 2019 +2,230 Add 96.45% 4,542 $925.58
Q4 2018 -371 Reduce 13.83% 2,312 $857.70
Q3 2018 +729 Add 37.31% 2,683 $935.89
Q2 2018 +1,954 New Buy 1,954 $906.86
Q1 2016 -145,759 Sold Out 0 $0.00
Q4 2015 -23,100 Reduce 13.68% 145,759 $726.81
Q3 2015 -80,521 Reduce 32.29% 168,859 $747.30
Q2 2015 -200 Reduce 0.08% 249,380 $654.94
Q1 2015 +1,512 Add 0.61% 249,580 $684.52
Q4 2014 -9,218 Reduce 3.58% 248,068 $630.11
Q3 2014 +808 Add 0.32% 257,286 $630.07
Q2 2014 +21,097 Add 8.96% 256,478 $608.44
Q1 2014 +37,480 Add 18.94% 235,381 $599.90
Q4 2013 +197,901 New Buy 197,901 $603.08

HOTCHKIS & WILEY's White Mountains Insurance Group Investment FAQs

HOTCHKIS & WILEY first purchased White Mountains Insurance Group, Ltd. (WTM) in Q4 2013, acquiring 197,901 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held White Mountains Insurance Group, Ltd. (WTM) for 34 quarters since Q4 2013.

HOTCHKIS & WILEY's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q4 2013, adding 197,901 shares worth $119.35 M.

According to the latest 13F filing for Q2 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 6,788 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $14.07 M.

As of the Q2 2026 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.04% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 257,286 shares, as reported at the end of Q3 2014.