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B.O.S.S. Retirement Advisors’s White Mountains Insurance WTM Stock Holding History

B.O.S.S. Retirement Advisors’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 		$1.11M Hold
533
– – 0.3% 56
2026
Q1 		$1.17M Hold
533
– – 0.36% 57
2025
Q4 		$1.11M Hold
533
– – 0.35% 58
2025
Q3 		$891K Hold
533
– – 0.21% 89
2025
Q2 		$957K Buy
+533
New +$948K 0.24% 82

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

B.O.S.S. Retirement Advisors's WTM Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 533 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #56.

B.O.S.S. Retirement Advisors first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 533 shares of White Mountains Insurance worth $1.11M as of Q2 2026.
  • B.O.S.S. Retirement Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.3% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #56 holding.
  • B.O.S.S. Retirement Advisors first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • B.O.S.S. Retirement Advisors's White Mountains Insurance position peaked at $1.17M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.