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Bell Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Bell Investment Advisors’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% 534
2026
Q1 		$17.6K Hold
8
– – ﹤0.01% 479
2025
Q4 		$16.6K Hold
8
– – ﹤0.01% 508
2025
Q3 		$13.4K Hold
8
– – ﹤0.01% 539
2025
Q2 		$14.4K Hold
8
– – ﹤0.01% 544
2025
Q1 		$15.4K Hold
8
– – ﹤0.01% 462
2024
Q4 		$15.6K Hold
8
– – ﹤0.01% 453
2024
Q3 		$13.6K Hold
8
– – ﹤0.01% 511
2024
Q2 		$14.5K Hold
8
– – ﹤0.01% 475
2024
Q1 		$14.4K Hold
8
– – ﹤0.01% 459
2023
Q4 		$12K Hold
8
– – ﹤0.01% 491
2023
Q3 		$12K Buy
8
+2
+33% +$3.07K ﹤0.01% 443
2023
Q2 		$8.33K Sell
6
-1
-14% -$1.41K ﹤0.01% 585
2023
Q1 		$9.64K Hold
7
– – ﹤0.01% 494
2022
Q4 		$9.9K Hold
7
– – ﹤0.01% 491
2022
Q3 		$9K Sell
7
-1
-13% -$1.29K ﹤0.01% 460
2022
Q2 		$10K Buy
+8
New +$9.29K ﹤0.01% 443
2021
Q4 		$7K Buy
7
+2
+40% +$2.11K ﹤0.01% 643
2021
Q3 		$5K Buy
+5
New +$5.58K ﹤0.01% 750

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

Bell Investment Advisors's WTM Position: Q2 2026 in Review

Bell Investment Advisors 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 #534.

Bell Investment Advisors first reported a position in WTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.6K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Bell Investment Advisors held 8 shares of White Mountains Insurance worth $16.6K as of Q2 2026.
  • Bell Investment Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #534 holding.
  • Bell Investment Advisors first reported a position in White Mountains Insurance in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's White Mountains Insurance position peaked at $17.6K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.