Advisory Services Network’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.3K | Buy |
+37
| New | +$79.2K | ﹤0.01% | 2331 |
|
|
2025
Q4 | – | Sell |
-45
| Closed | -$75.2K | – | 4250 |
|
|
2025
Q3 | $75.2K | Buy |
+45
| New | +$80.3K | ﹤0.01% | 2221 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$12K | – | 3667 |
|
|
2023
Q4 | $12K | Buy |
+8
| New | +$11.9K | ﹤0.01% | 2779 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$11K | – | 3668 |
|
|
2023
Q1 | $11K | Hold |
8
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q4 | $11.3K | Buy |
+8
| New | +$10.8K | ﹤0.01% | 2797 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$18K | – | 3237 |
|
|
2021
Q2 | $18K | Buy |
+16
| New | +$18.7K | ﹤0.01% | 2554 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$34K | – | 2960 |
|
|
2020
Q4 | $34K | Buy |
34
+8
| +31% | +$7.53K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $20K | Buy |
+26
| New | +$22.5K | ﹤0.01% | 2095 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$7K | – | 2752 |
|
|
2020
Q1 | $7K | Sell |
8
-31
| -79% | -$32.1K | ﹤0.01% | 2380 |
|
|
2019
Q4 | $44K | Sell |
39
-8
| -17% | -$8.73K | ﹤0.01% | 1559 |
|
|
2019
Q3 | $48K | Hold |
47
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q2 | $48K | Buy |
47
+39
| +488% | +$37.5K | ﹤0.01% | 1386 |
|
|
2019
Q1 | $7K | Hold |
8
| – | – | ﹤0.01% | 2002 |
|
|
2018
Q4 | $7K | Hold |
8
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q3 | $7K | Sell |
8
-37
| -82% | -$34.3K | ﹤0.01% | 1949 |
|
|
2018
Q2 | $41K | Sell |
45
-21
| -32% | -$18.5K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $54K | Sell |
66
-25
| -27% | -$20.6K | ﹤0.01% | 1283 |
|
|
2017
Q4 | $77K | Buy |
91
+65
| +250% | +$56.8K | 0.01% | 1075 |
|
|
2017
Q3 | $22K | Buy |
26
+2
| +8% | +$1.72K | ﹤0.01% | 1380 |
|
|
2017
Q2 | $21K | Hold |
24
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q1 | $21K | Buy |
+24
| New | +$21.5K | ﹤0.01% | 1243 |
|
|
2016
Q3 | $20K | Buy |
24
+4
| +20% | +$3.3K | ﹤0.01% | 1125 |
|
|
2016
Q2 | $17K | Hold |
20
| – | – | ﹤0.01% | 1060 |
|
|
2016
Q1 | $16K | Hold |
20
| – | – | ﹤0.01% | 960 |
|
|
2015
Q4 | $15K | Sell |
20
-2
| -9% | -$1.53K | ﹤0.01% | 854 |
|
|
2015
Q3 | $16K | Buy |
22
+4
| +22% | +$2.88K | ﹤0.01% | 800 |
|
|
2015
Q2 | $12K | Buy |
18
+8
| +80% | +$5.31K | ﹤0.01% | 844 |
|
|
2015
Q1 | $7K | Buy |
10
+3
| +43% | +$1.98K | ﹤0.01% | 923 |
|
|
2014
Q4 | $4K | Buy |
+7
| New | +$4.45K | ﹤0.01% | 983 |
|
|
2014
Q1 | – | Sell |
-7
| Closed | -$4K | – | 815 |
|
|
2013
Q4 | $4K | Buy |
+7
| New | +$4.13K | ﹤0.01% | 880 |
|
Other funds holding WTM
RRAM
VPM
VCM
CB
FMI
WCM
Advisory Services Network's WTM Position: Q1 2026 in Review
Advisory Services Network opened a new position in White Mountains Insurance (WTM) in Q1 2026: 37 shares worth $81.3K. The stake represents ﹤0.01% of the portfolio and ranks #2331 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in WTM as recently as Q3 2025.
Advisory Services Network first reported a position in WTM in Q4 2013 and has held it in 30 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.
- Advisory Services Network held 37 shares of White Mountains Insurance worth $81.3K as of Q1 2026.
- White Mountains Insurance was a new Advisory Services Network position in Q1 2026.
- White Mountains Insurance made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2331 holding.
- Advisory Services Network first reported a position in White Mountains Insurance in Q4 2013 and has held it in 30 quarters since.
- 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.