Autumn Glory Partners’s White Mountains Insurance WTM Stock Holding History

Autumn Glory Partners’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 Q1	$2.37M	Hold	1,080	–	–	0.87%	29
2025 Q4	$2.24M	Hold	1,080	–	–	0.79%	36
2025 Q3	$1.81M	Hold	1,080	–	–	0.74%	39
2025 Q2	$1.94M	Hold	1,080	–	–	0.91%	29
2025 Q1	$2.08M	Hold	1,080	–	–	1.03%	26
2024 Q4	$2.1M	Sell	1,080 -1,080	-50%	-$2.04M	1.03%	27
2024 Q3	$3.66M	Buy	2,160 +1,080	+100%	+$1.88M	1.41%	13
2024 Q2	$1.96M	Hold	1,080	–	–	1%	32
2024 Q1	$1.94M	Hold	1,080	–	–	0.95%	32
2023 Q4	$1.69M	Hold	1,080	–	–	0.96%	32
2023 Q3	$1.62M	Hold	1,080	–	–	0.99%	35
2023 Q2	$1.5M	Sell	1,080 -960	-47%	-$1.35M	1.1%	30
2023 Q1	$2.81M	Buy	2,040 +50	+3%	+$71.7K	2.4%	7
2022 Q4	$2.81M	Buy	1,990 +995	+100%	+$1.35M	1.5%	14
2022 Q3	$1.3M	Hold	995	–	–	0.87%	38
2022 Q2	$1.24M	Sell	995 -995	-50%	-$1.16M	0.92%	31
2022 Q1	$2.26M	Buy	1,990 +995	+100%	+$1.04M	1.31%	17
2021 Q4	$1.01M	Buy	+995	New	+$1.05M	0.42%	65

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Autumn Glory Partners's WTM Position: Q1 2026 in Review

Autumn Glory Partners held its White Mountains Insurance (WTM) position steady in Q1 2026 at 1,080 shares worth $2.37M. The position accounts for 0.87% of the portfolio, ranked #29.

Autumn Glory Partners first reported a position in WTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.66M in Q3 2024. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Autumn Glory Partners held 1,080 shares of White Mountains Insurance worth $2.37M as of Q1 2026.
Autumn Glory Partners left its White Mountains Insurance share count unchanged in Q1 2026.
White Mountains Insurance made up 0.87% of Autumn Glory Partners's portfolio in Q1 2026, its #29 holding.
Autumn Glory Partners first reported a position in White Mountains Insurance in Q4 2021 and has held it in 18 quarters since.
Autumn Glory Partners's White Mountains Insurance position peaked at $3.66M in Q3 2024.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.