Fund Universe

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☆WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)

CIK 0000776867 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.914
AUM ($M)
394
Positions
2
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.510
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $394M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MAX funds › MEDIAALPHA INC HOLD — 57.0% +4.0% 224.5 17,856,614 +0 0 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 43.0% -4.0% 169.1 226,500 +0 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 394 2 0.04 100% 0.510 0.914 — in
2026Q1 313 2 0.35 100% 0.502 0.412 — in
2025Q4 262 2 0.12 100% 0.793 0.782 — in
2025Q3 203 1 0.00 100% 1.000 0.893 — in
2025Q2 196 1 0.42 100% 1.000 0.213 — entered
2025Q1 286 2 0.00 100% 0.512 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status