Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
Holding/activity history for  White Mountains Insurance Group, Ltd. (WTM)
← All WTM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2010   Q1 0 0.00 Sell 100.00% 0.03 $314.17–359.18 · VW $342.78i SEC
2009   Q4 7,374 0.03 Reduce 4.65% <0.01 $294.82–340.00 · VW $322.49i $2,453,000 SEC
2009   Q3 7,734 0.03 Add 4.88% <0.01 $218.80–318.32 · VW $281.38i $2,264,000 SEC
2009   Q2 7,374 0.03 Add 1.37% <0.01 $168.04–229.90 · VW $208.95i $1,688,000 SEC
2009   Q1 7,274 0.03 $171.84 $1,250,000 SEC
2008   Q4 7,274 0.03 $267.12 $1,943,000 SEC
2008   Q3 7,274 0.04 $469.76 $3,417,000 SEC
2008   Q2 7,274 0.04 Reduce 65.89% 0.10 $404.99–493.75 · VW $442.58i $3,121,000 SEC
2008   Q1 21,322 0.15 $480.02 $10,235,000 SEC
2007   Q4 21,322 0.18 Reduce 28.50% 0.08 $492.00–566.50 · VW $524.18i $10,961,000 SEC
2007   Q3 29,822 0.29 $519.75 $15,500,000 SEC
2007   Q2 29,822 0.38 Add 0.34% <0.01 $548.76–611.02 · VW $588.60i $18,073,000 SEC
2007   Q1 29,722 0.40 $566.52 $16,838,000 SEC
2006   Q4 29,722 0.49 $579.44 $17,222,000 SEC
2006   Q3 29,722 0.54 $496.97 $14,771,000 SEC
2006   Q2 29,722 0.63 $487.01 $14,475,000 SEC
2006   Q1 29,722 0.86 Reduce 57.84% 1.56 $517.00–594.50 · VW $568.67i $17,670,000 SEC
2005   Q4 70,500 2.70 Reduce 24.89% 1.15 $555.00–638.99 · VW $584.18i $39,378,000 SEC
2005   Q3 93,863 4.61 Reduce 0.11% <0.01 $583.60–711.99 · VW $633.20i $56,693,000 SEC
2005   Q2 93,963 5.41 Reduce 0.74% 0.05 $564.50–677.50 · VW $624.30i $59,281,000 SEC
2005   Q1 94,663 6.53 Reduce 0.47% 0.04 $582.00–695.00 · VW $628.50i $57,602,000 SEC
2004   Q4 95,113 7.80 Reduce 0.37% 0.03 $495.00–659.00 · VW $600.00i $61,443,000 SEC
2004   Q3 95,463 7.70 Add 0.16% 0.01 $467.00–531.00 · VW $508.00i $50,214,000 SEC
2004   Q2 95,313 9.06 Add 0.80% 0.07 $474.01–559.50 · VW $514.50i $48,610,000 SEC
2004   Q1 94,560 8.09 Add 3.80% 0.30 $451.50–527.00 · VW $501.00i $49,597,000 SEC
2003   Q4 91,100 7.85 Add 0.22% 0.02 $399.50–464.00 · VW $441.15i $41,901,000 SEC
2003   Q3 90,900 6.85 Reduce 0.11% <0.01 $360.00–418.00 · VW $391.68i $36,090,000 SEC
2003   Q2 91,000 7.17 $395.00 $35,945,000 SEC
2003   Q1 91,000 7.14 Add 2.30% 0.16 $307.00–342.96 · VW $329.99i $30,940,000 SEC
2002   Q4 88,950 6.15 Reduce 7.82% 0.47 $283.50–334.50 · VW $313.67i $28,731,000 SEC
2002   Q3 96,500 5.95 Add 4.55% 0.26 $282.00–343.00 · VW $306.50i $28,419,000 SEC
2002   Q2 92,300 5.94 $316.49 $29,212,000 SEC
2002   Q1 92,300 6.20 Reduce 0.54% 0.03 $325.01–356.96 · VW $342.46i $30,585,000 SEC
2001   Q4 92,800 5.87 Add 2.20% 0.13 $328.00–373.00 · VW $349.67i $30,989,000 SEC
2001   Q3 90,800 5.48 Add 474.68% 4.53 $305.00–378.00 · VW $338.67i $28,987,000 SEC
2001   Q2 15,800 1.16 $376.27 $5,945,000 SEC
2001   Q1 15,800 0.90 $328.48 $5,190,000 SEC
2000   Q4 15,800 0.83 $318.99 $5,040,000 SEC
2000   Q3 15,800 0.75 Add 305.13% 0.57 $155.00–292.00 · VW $239.96i $4,311,000 SEC
2000   Q2 3,900 0.13 Add 30.00% 0.03 $125.00–165.75 · VW $150.25i $624,000 SEC
2000   Q1 3,000 0.09 Buy 0.09 $101.56–138.38 · VW $124.69i $402,000 SEC
Price snapshot:
Current price$2,174.96
52-week low$1,647.25
52-week high$2,333.00