Baldwin Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Baldwin Wealth 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	$207K	Hold	100	–	–	0.01%	222
2026 Q1	$220K	Hold	100	–	–	0.02%	209
2025 Q4	$208K	Buy	+100	New	+$196K	0.01%	236
2024 Q4	–	Sell	-100	Closed	-$170K	–	1048
2024 Q3	$170K	Hold	100	–	–	0.01%	353
2024 Q2	$182K	Hold	100	–	–	0.01%	211
2024 Q1	$179K	Hold	100	–	–	0.01%	220
2023 Q4	$151K	Hold	100	–	–	0.01%	235
2023 Q3	$150K	Hold	100	–	–	0.01%	250
2023 Q2	$139K	Hold	100	–	–	0.01%	277
2023 Q1	$138K	Hold	100	–	–	0.01%	281
2022 Q4	$141K	Hold	100	–	–	0.01%	274
2022 Q3	$130K	Hold	100	–	–	0.02%	211
2022 Q2	$125K	Hold	100	–	–	0.02%	233
2022 Q1	$114K	Hold	100	–	–	0.01%	258
2021 Q4	$101K	Hold	100	–	–	0.01%	265
2021 Q3	$107K	Hold	100	–	–	0.01%	254
2021 Q2	$115K	Hold	100	–	–	0.01%	253
2021 Q1	$111K	Hold	100	–	–	0.01%	249
2020 Q4	$100K	Hold	100	–	–	0.01%	245
2020 Q3	$78K	Hold	100	–	–	0.01%	250
2020 Q2	$89K	Hold	100	–	–	0.01%	234
2020 Q1	$91K	Hold	100	–	–	0.02%	209
2019 Q4	$112K	Hold	100	–	–	0.02%	225
2019 Q3	$108K	Hold	100	–	–	0.02%	220
2019 Q2	$102K	Hold	100	–	–	0.02%	241
2019 Q1	$93K	Hold	100	–	–	0.01%	249
2018 Q4	$86K	Hold	100	–	–	0.01%	244
2018 Q3	$94K	Hold	100	–	–	0.01%	257
2018 Q2	$91K	Hold	100	–	–	0.01%	263
2018 Q1	$82K	Hold	100	–	–	0.01%	253
2017 Q4	$85K	Hold	100	–	–	0.01%	258
2017 Q3	$86K	Hold	100	–	–	0.01%	247
2017 Q2	$87K	Hold	100	–	–	0.01%	250
2017 Q1	$88K	Hold	100	–	–	0.01%	250
2016 Q4	$84K	Hold	100	–	–	0.02%	247
2016 Q3	$83K	Hold	100	–	–	0.02%	256
2016 Q2	$84K	Hold	100	–	–	0.02%	226
2016 Q1	$80K	Buy	+100	New	+$74.8K	0.01%	259

Other funds holding WTM

RRAM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baldwin Wealth Partners's WTM Position: Q2 2026 in Review

Baldwin Wealth Partners held its White Mountains Insurance (WTM) position steady in Q2 2026 at 100 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #222.

Baldwin Wealth Partners first reported a position in WTM in Q1 2016 and has held it in 38 quarters since. The position peaked at $220K in Q1 2026. 100 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Baldwin Wealth Partners held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
Baldwin Wealth Partners left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #222 holding.
Baldwin Wealth Partners first reported a position in White Mountains Insurance in Q1 2016 and has held it in 38 quarters since.
Baldwin Wealth Partners's White Mountains Insurance position peaked at $220K in Q1 2026.
100 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.