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Atlantic Union Bankshares’s White Mountains Insurance WTM Stock Holding History

Atlantic Union Bankshares’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 		$3.66M Hold
1,765
– – 0.06% 231
2026
Q1 		$3.88M Hold
1,765
– – 0.07% 211
2025
Q4 		$3.67M Hold
1,765
– – 0.07% 225
2025
Q3 		$2.95M Buy
+1,765
New +$3.15M 0.06% 248

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
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Vanguard Portfolio Management
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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

Atlantic Union Bankshares's WTM Position: Q2 2026 in Review

Atlantic Union Bankshares held its White Mountains Insurance (WTM) position steady in Q2 2026 at 1,765 shares worth $3.66M. The position accounts for 0.06% of the portfolio, ranked #231.

Atlantic Union Bankshares first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Atlantic Union Bankshares held 1,765 shares of White Mountains Insurance worth $3.66M as of Q2 2026.
  • Atlantic Union Bankshares left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.06% of Atlantic Union Bankshares's portfolio in Q2 2026, its #231 holding.
  • Atlantic Union Bankshares first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's White Mountains Insurance position peaked at $3.88M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.