Joel Greenblatt's WTM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 9,047 shares of White Mountains Insurance Group, Ltd. (WTM) worth $19.88 M, representing 0.06% of the portfolio. First purchased in 2014-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WTM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 5,939 shares. Largest reduction occurred in Q3 2014, reducing 427 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,331 | Add 34.71% | 9,047 | $2196.96 |
| Q4 2025 | -183 | Reduce 2.65% | 6,716 | $2078.03 |
| Q3 2025 | +5,939 | Add 618.65% | 6,899 | $1671.52 |
| Q2 2025 | +960 | New Buy | 960 | $1795.72 |
| Q1 2023 | -270 | Sold Out | 0 | $0.00 |
| Q2 2022 | -55 | Reduce 16.92% | 270 | $1244.44 |
| Q1 2022 | +325 | New Buy | 325 | $1135.38 |
| Q3 2014 | -427 | Sold Out | 0 | $0.00 |
| Q2 2014 | +427 | New Buy | 427 | $608.90 |
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 11 quarters since Q2 2014.
Joel Greenblatt's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q3 2025, adding 6,899 shares worth $11.53 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 9,047 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $19.88 M.
As of the Q1 2026 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 9,047 shares, as reported at the end of Q1 2026.