White Mountains Insurance Group
Hanover, NHfiles as WHITE MOUNTAINS INSURANCE GROUP LTD
$394m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.0% of the portfolio this quarter.
Value
$394m
Stocks
2
Top 10 share
100.0%
Turnover
4.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 43.0%
- Value
- $169m
- Shares
- 226,500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MediaAlphaMAX | 57.0% | $224m | 17,856,614 | Held |
| State STR Spdr S&P 500 ETF TSPY | 43.0% | $169m | 226,500 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 101.3% since 30 June 2025.
Where the money is
Technology57.0%
Other43.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.