AlphaCore Capital’s White Mountains Insurance WTM Stock Holding History

AlphaCore Capital’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 Q3	$2.06M	Buy	+1,029	New	+$2.18M	0.03%	350

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

AlphaCore Capital's WTM Position: Q3 2026 in Review

AlphaCore Capital opened a new position in White Mountains Insurance (WTM) in Q3 2026: 1,029 shares worth $2.06M. The stake represents 0.03% of the portfolio and ranks #350 among its holdings.

170 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

AlphaCore Capital held 1,029 shares of White Mountains Insurance worth $2.06M as of Q3 2026.
White Mountains Insurance was a new AlphaCore Capital position in Q3 2026.
White Mountains Insurance made up 0.03% of AlphaCore Capital's portfolio in Q3 2026, its #350 holding.
170 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.