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Bartlett & Co Wealth Management’s White Mountains Insurance WTM Stock Holding History

Bartlett & Co Wealth Management’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 		$16.6K Hold
8
– – ﹤0.01% 916
2026
Q1 		$17.3K Hold
8
– – ﹤0.01% 843
2025
Q4 		$16.6K Hold
8
– – ﹤0.01% 854
2025
Q3 		$13.4K Hold
8
– – ﹤0.01% 881
2025
Q2 		$14.4K Hold
8
– – ﹤0.01% 867
2025
Q1 		$15.4K Hold
8
– – ﹤0.01% 856
2024
Q4 		$15.6K Hold
8
– – ﹤0.01% 849
2024
Q3 		$13.6K Hold
8
– – ﹤0.01% 881
2024
Q2 		$14.5K Hold
8
– – ﹤0.01% 867
2024
Q1 		$14.4K Hold
8
– – ﹤0.01% 870
2023
Q4 		$11.9K Hold
8
– – ﹤0.01% 973
2023
Q3 		$12K Hold
8
– – ﹤0.01% 905
2023
Q2 		$11.1K Hold
8
– – ﹤0.01% 910
2023
Q1 		$11K Hold
8
– – ﹤0.01% 810
2022
Q4 		$11.3K Buy
+8
New +$10.8K ﹤0.01% 810

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

Bartlett & Co Wealth Management's WTM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 8 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Bartlett & Co Wealth Management first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.3K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Bartlett & Co Wealth Management held 8 shares of White Mountains Insurance worth $16.6K as of Q2 2026.
  • Bartlett & Co Wealth Management left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Bartlett & Co Wealth Management first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Bartlett & Co Wealth Management's White Mountains Insurance position peaked at $17.3K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.