AssetMark Inc
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AssetMark Inc’s White Mountains Insurance WTM Stock Holding History

AssetMark Inc’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 		$8.29K Buy
4
+2
+100% +$4.28K ﹤0.01% 2522
2026
Q1 		$4.39K Hold
2
– – ﹤0.01% 2607
2025
Q4 		$4.16K Sell
2
-2
-50% -$3.91K ﹤0.01% 2525
2025
Q3 		$6.69K Buy
4
+3
+300% +$5.35K ﹤0.01% 2250
2025
Q2 		$1.8K Buy
+1
New +$1.78K ﹤0.01% 2464
2016
Q1 		– Sell
-1
Closed -$1K – 1431
2015
Q4 		$1K Buy
+1
New +$766 ﹤0.01% 1287

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

AssetMark Inc's WTM Position: Q2 2026 in Review

AssetMark Inc increased its White Mountains Insurance (WTM) stake by 100% in Q2 2026, buying an estimated $4.28K and bringing the position to 4 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

AssetMark Inc first reported a position in WTM in Q4 2015 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • AssetMark Inc held 4 shares of White Mountains Insurance worth $8.29K as of Q2 2026.
  • AssetMark Inc bought 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2522 holding.
  • AssetMark Inc first reported a position in White Mountains Insurance in Q4 2015 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.