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Ballentine Partners’s White Mountains Insurance WTM Stock Holding History

Ballentine 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 Sell
100
-1
-1% -$2.14K ﹤0.01% 995
2026
Q1 		$222K Sell
101
-4
-4% -$8.56K ﹤0.01% 890
2025
Q4 		$218K Buy
+105
New +$205K ﹤0.01% 883
2025
Q2 		– Sell
-106
Closed -$204K – 1074
2025
Q1 		$204K Hold
106
– – ﹤0.01% 801
2024
Q4 		$206K Buy
+106
New +$200K ﹤0.01% 771

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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

Ballentine Partners's WTM Position: Q2 2026 in Review

Ballentine Partners reduced its White Mountains Insurance (WTM) stake by 0.99% in Q2 2026, selling an estimated $2.14K and leaving 100 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Ballentine Partners first reported a position in WTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $222K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Ballentine Partners held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
  • Ballentine Partners sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #995 holding.
  • Ballentine Partners first reported a position in White Mountains Insurance in Q4 2024 and has held it in 5 quarters since.
  • Ballentine Partners's White Mountains Insurance position peaked at $222K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.