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1620 Investment Advisors’s White Mountains Insurance WTM Stock Holding History

1620 Investment Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4K Hold
6
– – 0.01% 467
2026
Q1 		$13.2K Hold
6
– – 0.01% 437
2025
Q4 		$12.5K Hold
6
– – 0.01% 435
2025
Q3 		$10K Hold
6
– – 0.01% 454
2025
Q2 		$10.8K Hold
6
– – 0.01% 448
2025
Q1 		$11.6K Hold
6
– – 0.01% 429
2024
Q4 		$11.7K Hold
6
– – 0.01% 435
2024
Q3 		$10.2K Hold
6
– – 0.01% 465
2024
Q2 		$10.9K Buy
+6
New +$10.6K 0.01% 451

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

1620 Investment Advisors's WTM Position: Q2 2026 in Review

1620 Investment Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 6 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #467.

1620 Investment Advisors first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.2K in Q1 2026. 52 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • 1620 Investment Advisors held 6 shares of White Mountains Insurance worth $12.4K as of Q2 2026.
  • 1620 Investment Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • 1620 Investment Advisors first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's White Mountains Insurance position peaked at $13.2K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.