AI
WTM icon

Atria Investments’s White Mountains Insurance WTM Stock Holding History

Atria Investments’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 		$724K Buy
349
+123
+54% +$263K 0.01% 1299
2026
Q1 		$497K Buy
226
+17
+8% +$36.4K 0.01% 1451
2025
Q4 		$434K Buy
209
+22
+12% +$43K ﹤0.01% 1532
2025
Q3 		$313K Sell
187
-82
-30% -$146K ﹤0.01% 1694
2025
Q2 		$483K Sell
269
-340
-56% -$605K 0.01% 1436
2025
Q1 		$1.17M Sell
609
-24
-4% -$45.2K 0.02% 930
2024
Q4 		$1.23M Buy
633
+49
+8% +$92.6K 0.02% 875
2024
Q3 		$990K Buy
584
+47
+9% +$82K 0.01% 974
2024
Q2 		$975K Buy
+537
New +$950K 0.01% 941
2020
Q2 		– Sell
-307
Closed -$279K – 776
2020
Q1 		$279K Buy
+307
New +$318K 0.02% 451
2014
Q2 		– Sell
-415
Closed -$249K – 469
2014
Q1 		$249K Sell
415
-326
-44% -$190K 0.03% 391
2013
Q4 		$447K Buy
741
+41
+6% +$24.2K 0.04% 312
2013
Q3 		$397K Sell
700
-27
-4% -$15.7K 0.04% 316
2013
Q2 		$418K Buy
+727
New +$424K 0.05% 214

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

Atria Investments's WTM Position: Q2 2026 in Review

Atria Investments increased its White Mountains Insurance (WTM) stake by 54% in Q2 2026, buying an estimated $263K and bringing the position to 349 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #1299.

Atria Investments first reported a position in WTM in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Atria Investments held 349 shares of White Mountains Insurance worth $724K as of Q2 2026.
  • Atria Investments bought 123 White Mountains Insurance shares in Q2 2026, an estimated $263K.
  • White Mountains Insurance made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1299 holding.
  • Atria Investments first reported a position in White Mountains Insurance in Q2 2013 and has held it in 14 quarters since.
  • Atria Investments's White Mountains Insurance position peaked at $1.23M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.