HOTCHKIS & WILEY's WTM Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 7,106 shares of White Mountains Insurance Group, Ltd. (WTM) worth $11.88 M, representing 0.04% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 37,480 shares. Largest reduction occurred in Q2 2018, reducing 143,805 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +197,901 | New Buy | 197,901 | $603.08 |
| Q1 2014 | +37,480 | Add 18.94% | 235,381 | $599.90 |
| Q2 2014 | +21,097 | Add 8.96% | 256,478 | $608.44 |
| Q3 2014 | +808 | Add 0.32% | 257,286 | $630.07 |
| Q4 2014 | -9,218 | Reduce 3.58% | 248,068 | $630.11 |
| Q1 2015 | +1,512 | Add 0.61% | 249,580 | $684.52 |
| Q2 2015 | -200 | Reduce 0.08% | 249,380 | $654.94 |
| Q3 2015 | -80,521 | Reduce 32.29% | 168,859 | $747.30 |
| Q4 2015 | -23,100 | Reduce 13.68% | 145,759 | $726.81 |
| Q1 2016 | -145,759 | Sold Out | 145,759 | $0.00 |
| Q2 2018 | +1,954 | New Buy | 1,954 | $906.86 |
| Q3 2018 | +729 | Add 37.31% | 2,683 | $935.89 |
| Q4 2018 | -371 | Reduce 13.83% | 2,312 | $857.70 |
| Q1 2019 | +2,230 | Add 96.45% | 4,542 | $925.58 |
| Q2 2019 | -4,542 | Sold Out | 4,542 | $0.00 |
| Q4 2021 | +6,840 | New Buy | 6,840 | $1013.89 |
| Q1 2022 | +660 | Add 9.65% | 7,500 | $1136.27 |
| Q2 2022 | -1,203 | Reduce 16.04% | 6,297 | $1246.15 |
| Q3 2022 | -6,297 | Sold Out | 6,297 | $0.00 |
| Q4 2022 | +5,343 | New Buy | 5,343 | $1414.33 |
| Q1 2023 | +200 | Add 3.74% | 5,543 | $1377.49 |
| Q2 2023 | +253 | Add 4.56% | 5,796 | $1388.91 |
| Q3 2023 | +1,404 | Add 24.22% | 7,200 | $1495.69 |
| Q4 2023 | +470 | Add 6.53% | 7,670 | $1505.01 |
| Q1 2024 | -970 | Reduce 12.65% | 6,700 | $1794.30 |
| Q2 2024 | +244 | Add 3.64% | 6,944 | $1817.45 |
| Q3 2024 | -188 | Reduce 2.71% | 6,756 | $1696.20 |
| Q4 2024 | +610 | Add 9.03% | 7,366 | $1945.06 |
| Q1 2025 | -473 | Reduce 6.42% | 6,893 | $1925.81 |
| Q2 2025 | -24 | Reduce 0.35% | 6,869 | $1795.72 |
| Q3 2025 | +237 | Add 3.45% | 7,106 | $1671.52 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q4 2013, adding 197,901 shares worth $119.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 7,106 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $11.88 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 0.04% of HOTCHKIS & WILEY'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.
HOTCHKIS & WILEY's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 257,286 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.