Action Point Financial Planning’s White Mountains Insurance WTM Stock Holding History

Action Point Financial Planning’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	Buy	+6	New	+$12.8K	﹤0.01%	1362

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

Action Point Financial Planning's WTM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in White Mountains Insurance (WTM) in Q2 2026: 6 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings.

354 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Action Point Financial Planning held 6 shares of White Mountains Insurance worth $12.4K as of Q2 2026.
White Mountains Insurance was a new Action Point Financial Planning position in Q2 2026.
White Mountains Insurance made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1362 holding.
354 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.