White Mountains Insurance Group Ltd holds a concentrated book of 2 stocks worth $393.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). Their largest long position is Mediaalpha Inc-Class A at 57% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as White Mountains Insurance Group Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 2 / 2 | $29.0B |
| MORGAN STANLEY | 2 / 2 | $26.3B |
| GOLDMAN SACHS GROUP INC | 2 / 2 | $23.8B |
| BANK OF AMERICA CORP /DE/ | 2 / 2 | $21.0B |
| JANE STREET GROUP, LLC | 2 / 2 | $13.2B |
| NORTHERN TRUST CORP | 2 / 2 | $9.0B |
| UBS Group AG | 2 / 2 | $8.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 / 2 | $6.9B |
Ranked by how many of White Mountains Insurance Group Ltd's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mediaalpha Inc CL A | $224.5M | 17.86M | 57.0% | —Held | |
| 2 | SPDR S&P 500 ETF TR TR UNIT | $169.1M | 226.5K | 43.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/776867/holdings"
Use Arkolith to show WHITE MOUNTAINS INSURANCE GROUP LTD's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 2 | $393.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 2 | $313.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 2 | $261.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 1 | $203.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 1 | $195.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 2 | $285.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 2 | $426.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 2 | $543.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.