Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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
2026   Q1 18,864 2.04 Reduce 40.40% 1.18 $2,003.97–2,264.70 · VW $2,155.21i $41,443,454 SEC
2025   Q4 31,652 2.93 $2,078.03 $65,773,805 SEC
2025   Q3 31,652 2.70 Add 50.05% 0.90 $1,659.17–1,880.11 · VW $1,736.93i $52,906,951 SEC
2025   Q2 21,094 1.91 Add 14.12% 0.24 $1,678.87–1,937.23 · VW $1,803.94i $37,878,918 SEC
2025   Q1 18,484 1.90 Reduce 3.95% 0.07 $1,803.96–1,993.86 · VW $1,907.88i $35,596,671 SEC
2024   Q4 19,244 1.77 Reduce 7.20% <0.01 $1,708.50–2,023.00 · VW $1,892.19i $37,430,734 SEC
2024   Q3 20,738 <0.01 Reduce 3.20% 0.05 $1,666.22–1,847.78 · VW $1,736.73i $35,176,000 SEC
2024   Q2 21,423 1.70 Reduce 13.30% 0.23 $1,665.71–1,899.21 · VW $1,794.12i $38,935,231 SEC
2024   Q1 24,708 1.70 Reduce 23.85% 0.45 $1,475.00–1,849.99 · VW $1,706.43i $44,333,564 SEC
2023   Q4 32,446 1.88 Reduce 1.51% 0.03 $1,401.01–1,562.63 · VW $1,489.55i $48,831,555 SEC
2023   Q3 32,945 1.83 Reduce 21.96% 0.45 $1,370.75–1,617.00 · VW $1,494.48i $49,275,507 SEC
2023   Q2 42,217 2.07 Reduce 21.14% 0.53 $1,319.05–1,540.09 · VW $1,416.02i $58,635,613 SEC
2023   Q1 53,533 2.49 Reduce 3.53% 0.10 $1,312.00–1,560.21 · VW $1,416.57i $73,741,173 SEC
2022   Q4 55,493 2.75 Reduce 50.72% 1.87 $1,276.05–1,435.45 · VW $1,375.28i $78,485,414 SEC
2022   Q3 112,597 3.69 Reduce 10.35% 0.34 $1,172.00–1,393.48 · VW $1,289.50i $146,716,000 SEC
2022   Q2 125,603 3.30 Add 0.08% <0.01 $1,030.38–1,291.50 · VW $1,189.34i $156,518,000 SEC
2022   Q1 125,503 2.52 Add 143.21% 1.48 $982.60–1,141.97 · VW $1,086.94i $142,602,000 SEC
2021   Q4 51,602 0.88 Buy 0.88 $978.51–1,137.50 · VW $1,043.30i $52,319,000 SEC
Price snapshot:
Current price$2,174.96
Avg. buy price$1,339.87
+/- since buy62.33%
52-week low$1,647.25
52-week high$2,333.00