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Atria Wealth Solutions’s White Mountains Insurance WTM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$411K Buy
229
+18
+9% +$32K 0.01% 1008
2025
Q1 		$406K Buy
+211
New +$397K ﹤0.01% 1305

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Atria Wealth Solutions's WTM Position: Q2 2025 in Review

Atria Wealth Solutions increased its White Mountains Insurance (WTM) stake by 8.5% in Q2 2025, buying an estimated $32K and bringing the position to 229 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1008.

Atria Wealth Solutions first reported a position in WTM in Q1 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Atria Wealth Solutions held 229 shares of White Mountains Insurance worth $411K as of Q2 2025.
  • Atria Wealth Solutions bought 18 White Mountains Insurance shares in Q2 2025, an estimated $32K.
  • White Mountains Insurance made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1008 holding.
  • Atria Wealth Solutions first reported a position in White Mountains Insurance in Q1 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.