Annis Gardner Whiting Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$473K	Buy	+228	New	+$488K	0.07%	210

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

Annis Gardner Whiting Capital Advisors's WTM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in White Mountains Insurance (WTM) in Q2 2026: 228 shares worth $473K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 228 shares of White Mountains Insurance worth $473K as of Q2 2026.
White Mountains Insurance was a new Annis Gardner Whiting Capital Advisors position in Q2 2026.
White Mountains Insurance made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #210 holding.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.