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Bare Financial Services’s White Mountains Insurance WTM Stock Holding History

Bare Financial Services’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 		– Sell
-1
Closed -$2.2K – 1931
2026
Q1 		$2.2K Buy
+1
New +$2.14K ﹤0.01% 947

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
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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

Bare Financial Services's WTM Position: Q2 2026 in Review

Bare Financial Services sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 1 share — an estimated $2.2K sold.

Bare Financial Services first reported a position in WTM in Q1 2026 and held it in 1 quarter. The position peaked at $2.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Bare Financial Services reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.2K.
  • Bare Financial Services first reported a position in White Mountains Insurance in Q1 2026 and held it in 1 quarter.
  • Bare Financial Services's White Mountains Insurance position peaked at $2.2K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.