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Allworth Financial’s White Mountains Insurance WTM Stock Holding History

Allworth Financial’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 		$93.3K Sell
45
-8
-15% -$17.1K ﹤0.01% 1982
2026
Q1 		$116K Buy
53
+10
+23% +$21.4K ﹤0.01% 1746
2025
Q4 		$89.4K Buy
43
+8
+23% +$15.6K ﹤0.01% 1821
2025
Q3 		$58.5K Buy
35
+7
+25% +$12.5K ﹤0.01% 2006
2025
Q2 		$50.3K Buy
28
+3
+12% +$5.34K ﹤0.01% 1938
2025
Q1 		$44.3K Hold
25
– – ﹤0.01% 1616
2024
Q4 		$46.7K Hold
25
– – ﹤0.01% 1603
2024
Q3 		$42.4K Hold
25
– – ﹤0.01% 1484
2024
Q2 		$43.1K Buy
25
+9
+56% +$15.9K ﹤0.01% 1444
2024
Q1 		$28.7K Sell
16
-1
-6% -$1.68K ﹤0.01% 1559
2023
Q4 		$25.6K Buy
+17
New +$25.3K ﹤0.01% 1512
2022
Q4 		– Sell
-1
Closed -$1K – 3222
2022
Q3 		$1K Buy
+1
New +$1.29K ﹤0.01% 2548

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
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

Allworth Financial's WTM Position: Q2 2026 in Review

Allworth Financial reduced its White Mountains Insurance (WTM) stake by 15% in Q2 2026, selling an estimated $17.1K and leaving 45 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Allworth Financial first reported a position in WTM in Q3 2022 and has held it in 12 quarters since. The position peaked at $116K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Allworth Financial held 45 shares of White Mountains Insurance worth $93.3K as of Q2 2026.
  • Allworth Financial sold 8 White Mountains Insurance shares in Q2 2026, an estimated $17.1K.
  • White Mountains Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1982 holding.
  • Allworth Financial first reported a position in White Mountains Insurance in Q3 2022 and has held it in 12 quarters since.
  • Allworth Financial's White Mountains Insurance position peaked at $116K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.