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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
Q2 		– Sell
-50
Closed -$110K – 1236
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 $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

Anchor Investment Management's WTM Position: Q2 2026 in Review

Anchor Investment Management sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 50 shares — an estimated $110K sold.

Anchor Investment Management first reported a position in WTM in Q2 2021 and held it in 20 quarters. The position peaked at $110K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Anchor Investment Management reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Anchor Investment Management sold 50 White Mountains Insurance shares in Q2 2026, an estimated $110K.
  • Anchor Investment Management first reported a position in White Mountains Insurance in Q2 2021 and held it in 20 quarters.
  • Anchor Investment Management's White Mountains Insurance position peaked at $110K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.