1834 Investment Advisors’s White Mountains Insurance WTM Stock Holding History

1834 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	$2.44M	Hold	1,176	–	–	0.28%	83
2026 Q1	$2.58M	Hold	1,176	–	–	0.32%	72
2025 Q4	$2.44M	Hold	1,176	–	–	0.31%	75
2025 Q3	$1.97M	Hold	1,176	–	–	0.24%	84
2025 Q2	$2.11M	Hold	1,176	–	–	0.27%	81
2025 Q1	$2.27M	Hold	1,176	–	–	0.29%	77
2024 Q4	$2.29M	Hold	1,176	–	–	0.29%	79
2024 Q3	$2M	Hold	1,176	–	–	0.23%	85
2024 Q2	$2.14M	Hold	1,176	–	–	0.26%	84
2024 Q1	$2.11M	Hold	1,176	–	–	0.25%	83
2023 Q4	$1.77M	Hold	1,176	–	–	0.21%	90
2023 Q3	$1.76M	Hold	1,176	–	–	0.22%	93
2023 Q2	$1.63M	Hold	1,176	–	–	0.19%	95
2023 Q1	$1.62M	Hold	1,176	–	–	0.19%	98
2022 Q4	$1.66M	Hold	1,176	–	–	0.24%	80
2022 Q3	$1.53M	Hold	1,176	–	–	0.23%	78
2022 Q2	$1.47M	Hold	1,176	–	–	0.21%	80
2022 Q1	$1.34M	Hold	1,176	–	–	0.16%	92
2021 Q4	$1.19M	Hold	1,176	–	–	0.13%	96
2021 Q3	$1.26M	Hold	1,176	–	–	0.15%	96
2021 Q2	$1.35M	Hold	1,176	–	–	0.16%	94
2021 Q1	$1.31M	Hold	1,176	–	–	0.17%	89
2020 Q4	$1.18M	Hold	1,176	–	–	0.16%	87
2020 Q3	$916K	Hold	1,176	–	–	0.13%	89
2020 Q2	$1.04M	Hold	1,176	–	–	0.17%	83
2020 Q1	$1.07M	Hold	1,176	–	–	0.2%	80
2019 Q4	$1.31M	Sell	1,176 -90	-7%	-$98.2K	0.2%	82
2019 Q3	$1.37M	Hold	1,266	–	–	0.2%	85
2019 Q2	$1.29M	Hold	1,266	–	–	0.19%	82
2019 Q1	$1.17M	Hold	1,266	–	–	0.18%	86
2018 Q4	$1.09M	Hold	1,266	–	–	0.18%	89
2018 Q3	$1.19M	Hold	1,266	–	–	0.17%	87
2018 Q2	$1.15M	Hold	1,266	–	–	0.18%	87
2018 Q1	$1.04M	Hold	1,266	–	–	0.18%	91
2017 Q4	$1.08M	Buy	+1,266	New	+$1.11M	0.17%	99

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

1834 Investment Advisors's WTM Position: Q2 2026 in Review

1834 Investment Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 1,176 shares worth $2.44M. The position accounts for 0.28% of the portfolio, ranked #83.

1834 Investment Advisors first reported a position in WTM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.58M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

1834 Investment Advisors held 1,176 shares of White Mountains Insurance worth $2.44M as of Q2 2026.
1834 Investment Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.28% of 1834 Investment Advisors's portfolio in Q2 2026, its #83 holding.
1834 Investment Advisors first reported a position in White Mountains Insurance in Q4 2017 and has held it in 35 quarters since.
1834 Investment Advisors's White Mountains Insurance position peaked at $2.58M in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.