Bank of America’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.9M | Sell |
25,028
-3,330
| -12% | -$7.13M | ﹤0.01% | 1671 |
|
|
2026
Q1 | $62.3M | Sell |
28,358
-451
| -2% | -$966K | ﹤0.01% | 1454 |
|
|
2025
Q4 | $59.9M | Sell |
28,809
-10,003
| -26% | -$19.6M | ﹤0.01% | 1432 |
|
|
2025
Q3 | $64.9M | Sell |
38,812
-597
| -2% | -$1.07M | ﹤0.01% | 1524 |
|
|
2025
Q2 | $70.8M | Sell |
39,409
-1,646
| -4% | -$2.93M | 0.01% | 1416 |
|
|
2025
Q1 | $79.1M | Sell |
41,055
-398
| -1% | -$749K | 0.01% | 1248 |
|
|
2024
Q4 | $80.6M | Sell |
41,453
-1,006
| -2% | -$1.9M | 0.01% | 1178 |
|
|
2024
Q3 | $72M | Buy |
42,459
+1,273
| +3% | +$2.22M | 0.01% | 1284 |
|
|
2024
Q2 | $74.9M | Buy |
41,186
+456
| +1% | +$807K | 0.01% | 1189 |
|
|
2024
Q1 | $73.1M | Buy |
40,730
+983
| +2% | +$1.65M | 0.01% | 1224 |
|
|
2023
Q4 | $59.8M | Buy |
39,747
+23
| +0.1% | +$34.2K | 0.01% | 1232 |
|
|
2023
Q3 | $59.4M | Sell |
39,724
-2,173
| -5% | -$3.34M | 0.01% | 1185 |
|
|
2023
Q2 | $58.2M | Sell |
41,897
-490
| -1% | -$690K | 0.01% | 1199 |
|
|
2023
Q1 | $58.4M | Sell |
42,387
-219
| -0.5% | -$314K | 0.01% | 1250 |
|
|
2022
Q4 | $60.3M | Buy |
42,606
+841
| +2% | +$1.14M | 0.01% | 1171 |
|
|
2022
Q3 | $54.4M | Buy |
41,765
+871
| +2% | +$1.13M | 0.01% | 1213 |
|
|
2022
Q2 | $51M | Sell |
40,894
-11,606
| -22% | -$13.5M | 0.01% | 1258 |
|
|
2022
Q1 | $59.7M | Sell |
52,500
-6,467
| -11% | -$6.77M | 0.01% | 1248 |
|
|
2021
Q4 | $59.8M | Sell |
58,967
-3,900
| -6% | -$4.12M | 0.01% | 1296 |
|
|
2021
Q3 | $67.2M | Buy |
62,867
+4,273
| +7% | +$4.77M | 0.01% | 1180 |
|
|
2021
Q2 | $67.3M | Buy |
58,594
+4,306
| +8% | +$5.03M | 0.01% | 1178 |
|
|
2021
Q1 | $60.5M | Buy |
54,288
+725
| +1% | +$811K | 0.01% | 1167 |
|
|
2020
Q4 | $53.6M | Sell |
53,563
-7,748
| -13% | -$7.29M | 0.01% | 1134 |
|
|
2020
Q3 | $47.8M | Buy |
61,311
+10,878
| +22% | +$9.41M | 0.01% | 1109 |
|
|
2020
Q2 | $44.8M | Buy |
50,433
+15,150
| +43% | +$13.7M | 0.01% | 1084 |
|
|
2020
Q1 | $32.1M | Buy |
35,283
+3,782
| +12% | +$3.91M | 0.01% | 1200 |
|
|
2019
Q4 | $35.1M | Buy |
31,501
+959
| +3% | +$1.05M | 0.01% | 1417 |
|
|
2019
Q3 | $33M | Buy |
30,542
+2,162
| +8% | +$2.31M | ﹤0.01% | 1417 |
|
|
2019
Q2 | $29M | Buy |
28,380
+1,854
| +7% | +$1.78M | ﹤0.01% | 1526 |
|
|
2019
Q1 | $24.5M | Buy |
26,526
+1,235
| +5% | +$1.12M | ﹤0.01% | 1647 |
|
|
2018
Q4 | $21.7M | Buy |
25,291
+3,475
| +16% | +$3.1M | ﹤0.01% | 1604 |
|
|
2018
Q3 | $20.4M | Sell |
21,816
-1,512
| -6% | -$1.4M | ﹤0.01% | 1806 |
|
|
2018
Q2 | $21.1M | Sell |
23,328
-16,222
| -41% | -$14.3M | ﹤0.01% | 1761 |
|
|
2018
Q1 | $32.5M | Sell |
39,550
-6,468
| -14% | -$5.34M | 0.01% | 1376 |
|
|
2017
Q4 | $39.2M | Sell |
46,018
-17,520
| -28% | -$15.3M | 0.01% | 1262 |
|
|
2017
Q3 | $54.5M | Buy |
63,538
+12,830
| +25% | +$11M | 0.01% | 1087 |
|
|
2017
Q2 | $44M | Sell |
50,708
-2,746
| -5% | -$2.38M | 0.01% | 1113 |
|
|
2017
Q1 | $47M | Buy |
53,454
+374
| +0.7% | +$335K | 0.01% | 1083 |
|
|
2016
Q4 | $44.4M | Buy |
53,080
+1,513
| +3% | +$1.27M | 0.01% | 1091 |
|
|
2016
Q3 | $42.8M | Sell |
51,567
-1,257
| -2% | -$1.04M | 0.01% | 1080 |
|
|
2016
Q2 | $44.5M | Sell |
52,824
-4,881
| -8% | -$3.98M | 0.01% | 1054 |
|
|
2016
Q1 | $46.3M | Sell |
57,705
-4,616
| -7% | -$3.45M | 0.01% | 984 |
|
|
2015
Q4 | $45.3M | Sell |
62,321
-3,179
| -5% | -$2.43M | 0.01% | 1054 |
|
|
2015
Q3 | $48.9M | Buy |
65,500
+52,712
| +412% | +$37.9M | 0.01% | 982 |
|
|
2015
Q2 | $8.38M | Buy |
12,788
+1,286
| +11% | +$853K | ﹤0.01% | 2102 |
|
|
2015
Q1 | $7.87M | Buy |
11,502
+627
| +6% | +$414K | ﹤0.01% | 2075 |
|
|
2014
Q4 | $6.85M | Buy |
10,875
+244
| +2% | +$155K | ﹤0.01% | 2267 |
|
|
2014
Q3 | $6.7M | Buy |
10,631
+455
| +4% | +$284K | ﹤0.01% | 2290 |
|
|
2014
Q2 | $6.19M | Sell |
10,176
-1,348
| -12% | -$803K | ﹤0.01% | 2359 |
|
|
2014
Q1 | $6.91M | Buy |
11,524
+1,527
| +15% | +$891K | ﹤0.01% | 2112 |
|
|
2013
Q4 | $6.03M | Buy |
9,997
+1,370
| +16% | +$807K | ﹤0.01% | 2307 |
|
|
2013
Q3 | $4.9M | Sell |
8,627
-1,547
| -15% | -$898K | ﹤0.01% | 2423 |
|
|
2013
Q2 | $5.85M | Buy |
+10,174
| New | +$5.94M | ﹤0.01% | 2160 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Bank of America's WTM Position: Q2 2026 in Review
Bank of America reduced its White Mountains Insurance (WTM) stake by 12% in Q2 2026, selling an estimated $7.13M and leaving 25,028 shares worth $51.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1671.
Bank of America first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $80.6M in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Bank of America held 25,028 shares of White Mountains Insurance worth $51.9M as of Q2 2026.
- Bank of America sold 3,330 White Mountains Insurance shares in Q2 2026, an estimated $7.13M.
- White Mountains Insurance made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1671 holding.
- Bank of America first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
- Bank of America's White Mountains Insurance position peaked at $80.6M in Q4 2024.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.