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Anchor Investment Management’s White Mountains Insurance WTM Stock Holding History

Anchor Investment Management’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
Q1 		$110K Hold
50
– – 0.01% 469
2025
Q4 		$104K Hold
50
– – 0.01% 474
2025
Q3 		$83.6K Hold
50
– – 0.01% 523
2025
Q2 		$89.8K Hold
50
– – 0.01% 495
2025
Q1 		$96.3K Hold
50
– – 0.01% 466
2024
Q4 		$97.3K Hold
50
– – 0.01% 468
2024
Q3 		$84.8K Hold
50
– – 0.01% 501
2024
Q2 		$90.9K Hold
50
– – 0.01% 439
2024
Q1 		$89.7K Hold
50
– – 0.01% 457
2023
Q4 		$75.3K Hold
50
– – 0.01% 475
2023
Q3 		$74.8K Hold
50
– – 0.01% 455
2023
Q2 		$69.4K Hold
50
– – 0.01% 459
2023
Q1 		$68.9K Hold
50
– – 0.01% 486
2022
Q4 		$70.7K Hold
50
– – 0.01% 469
2022
Q3 		$65.2K Hold
50
– – 0.01% 471
2022
Q2 		$62.3K Hold
50
– – 0.01% 506
2022
Q1 		$56.8K Hold
50
– – 0.01% 533
2021
Q4 		$50.7K Hold
50
– – 0.01% 566
2021
Q3 		$53.5K Hold
50
– – 0.01% 517
2021
Q2 		$57.4K Buy
+50
New +$58.4K 0.01% 518

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Anchor Investment Management's WTM Position: Q1 2026 in Review

Anchor Investment Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 50 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #469.

Anchor Investment Management first reported a position in WTM in Q2 2021 and has held it in 20 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Anchor Investment Management held 50 shares of White Mountains Insurance worth $110K as of Q1 2026.
  • Anchor Investment Management left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #469 holding.
  • Anchor Investment Management first reported a position in White Mountains Insurance in Q2 2021 and has held it in 20 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.