American Capital Advisory’s White Mountains Insurance WTM Stock Holding History

American Capital Advisory’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	$701K	Sell	338 -4	-1%	-$8.56K	0.26%	61
2026 Q1	$751K	Hold	342	–	–	0.3%	58
2025 Q4	$711K	Sell	342 -15	-4%	-$29.3K	0.31%	57
2025 Q3	$597K	Hold	357	–	–	0.28%	63
2025 Q2	$641K	Hold	357	–	–	0.32%	55
2025 Q1	$688K	Hold	357	–	–	0.37%	52
2024 Q4	$694K	Sell	357 -33	-8%	-$62.4K	0.38%	54
2024 Q3	$662K	Hold	390	–	–	0.38%	54
2024 Q2	$587K	Hold	390	–	–	0.42%	50
2024 Q1	$537K	Hold	390	–	–	0.47%	55
2023 Q4	$587K	Buy	+390	New	+$580K	0.42%	50

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

American Capital Advisory's WTM Position: Q2 2026 in Review

American Capital Advisory reduced its White Mountains Insurance (WTM) stake by 1.2% in Q2 2026, selling an estimated $8.56K and leaving 338 shares worth $701K. The position accounts for 0.26% of the portfolio, ranked #61.

American Capital Advisory first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $751K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

American Capital Advisory held 338 shares of White Mountains Insurance worth $701K as of Q2 2026.
American Capital Advisory sold 4 White Mountains Insurance shares in Q2 2026, an estimated $8.56K.
White Mountains Insurance made up 0.26% of American Capital Advisory's portfolio in Q2 2026, its #61 holding.
American Capital Advisory first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's White Mountains Insurance position peaked at $751K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.