Joel Greenblatt's WTM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 17,940 shares of White Mountains Insurance Group, Ltd. (WTM) worth $37.2 M, representing 0.09% of the portfolio. First purchased in 2014-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WTM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 8,893 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 |
|---|---|---|---|---|
| Q2 2026 | +8,893 | Add 98.30% | 17,940 | $2073.39 |
| 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 12 quarters since Q2 2014.
Joel Greenblatt's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q2 2026, adding 17,940 shares worth $37.2 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 17,940 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $37.2 M.
As of the Q2 2026 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.09% 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 17,940 shares, as reported at the end of Q2 2026.