AGP
WTM icon

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
Q2 		$2.24M Hold
1,080
– – 0.63% 47
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
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

Autumn Glory Partners's WTM Position: Q2 2026 in Review

Autumn Glory Partners held its White Mountains Insurance (WTM) position steady in Q2 2026 at 1,080 shares worth $2.24M. The position accounts for 0.63% of the portfolio, ranked #47.

Autumn Glory Partners first reported a position in WTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.66M in Q3 2024. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Autumn Glory Partners held 1,080 shares of White Mountains Insurance worth $2.24M as of Q2 2026.
  • Autumn Glory Partners left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.63% of Autumn Glory Partners's portfolio in Q2 2026, its #47 holding.
  • Autumn Glory Partners first reported a position in White Mountains Insurance in Q4 2021 and has held it in 19 quarters since.
  • Autumn Glory Partners's White Mountains Insurance position peaked at $3.66M in Q3 2024.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.