Joel Greenblatt's WTM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,899 shares of White Mountains Insurance Group, Ltd. (WTM) worth $11.53 M, representing 0.05% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 5,939 shares. Largest reduction occurred in Q1 2022, reducing 102 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +427 | New Buy | 427 | $608.90 |
| Q3 2014 | -427 | Sold Out | 427 | $0.00 |
| Q1 2022 | +325 | New Buy | 325 | $1135.38 |
| Q2 2022 | -55 | Reduce 16.92% | 270 | $1244.44 |
| Q1 2023 | -270 | Sold Out | 270 | $0.00 |
| Q2 2025 | +960 | New Buy | 960 | $1795.72 |
| Q3 2025 | +5,939 | Add 618.65% | 6,899 | $1671.52 |
Joel Greenblatt's White Mountains Insurance Group Investment FAQs
Joel Greenblatt first purchased White Mountains Insurance Group, Ltd. (WTM) in Q2 2014, acquiring 427 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held White Mountains Insurance Group, Ltd. (WTM) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q3 2025, adding 6,899 shares worth $11.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,899 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $11.53 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 0.05% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 6,899 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.