Manager × security

River Road Asset Management, LLC WTM holdings history

Who else holds this security? →

WHITE MOUNTAINS INSURANCE GP · CUSIP G9618E107 · CIK 1341401

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, River Road Asset Management, LLC reported 115.88K WTM (shares), valued at $240.26M, or 2.67% of its reported non-derivative portfolio. Filed 2026-07-17.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.67%
Shares
115.88K
115,880
Reported value
$240.26M
USD

Shares decreased 3.85%; reported value decreased 9.26%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.67%115,880SEC filing ↗Filed Jul 17, 2026Combination report
Q1 20263.00%120,519SEC filing ↗Filed Apr 30, 2026Combination report
Q4 20252.76%120,880SEC filing ↗Filed Feb 24, 2026Combination report
Q3 20252.05%109,588SEC filing ↗Filed Nov 12, 2025
Q2 20252.49%109,892SEC filing ↗Filed Aug 13, 2025
Q1 20252.87%109,665SEC filing ↗Filed May 13, 2025
Q4 20242.91%112,415SEC filing ↗Filed Feb 7, 2025
Q3 20242.62%118,206SEC filing ↗Filed Oct 30, 2024
Q2 20243.03%116,320SEC filing ↗Filed Jul 19, 2024
Q1 20242.99%123,321SEC filing ↗Filed Apr 26, 2024
Q4 20232.66%127,152SEC filing ↗Filed Jan 31, 2024
Q3 20232.72%127,766SEC filing ↗Filed Nov 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.72%127,766$191.10MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 13, 2023
Q4 20232.66%127,152$191.37MShares decreased 0.48%; reported value increased 0.14%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 31, 2024
Q1 20242.99%123,321$221.27MShares decreased 3.01%; reported value increased 15.63%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 26, 2024
Q2 20243.03%116,320$211.41MShares decreased 5.68%; reported value decreased 4.46%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20242.62%118,206$200.50MShares increased 1.62%; reported value decreased 5.16%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 30, 2024
Q4 20242.91%112,415$218.65MShares decreased 4.90%; reported value increased 9.05%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 7, 2025
Q1 20252.87%109,665$211.19MShares decreased 2.45%; reported value decreased 3.41%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2025
Q2 20252.49%109,892$196.46MShares increased 0.21%; reported value decreased 6.97%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20252.05%109,588$183.18MShares decreased 0.28%; reported value decreased 6.76%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2025
Q4 20252.76%120,880$251.19MShares increased 10.30%; reported value increased 37.13%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 24, 2026
Q1 20263.00%120,519$264.78MShares decreased 0.30%; reported value increased 5.41%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2026
Q2 20262.67%115,880$240.26MShares decreased 3.85%; reported value decreased 9.26%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2026
River Road Asset Management, LLC · WHITE MOUNTAINS INSURANCE GP

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1341401","quarter":"2026Q2","cusip":"G9618E107"}

get_institutional_manager_history
{"cik":"1341401","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.