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Blue Trust Inc’s White Mountains Insurance WTM Stock Holding History

Blue Trust Inc’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 		$129K Sell
62
-15
-19% -$32.1K ﹤0.01% 930
2026
Q1 		$169K Sell
77
-12
-13% -$25.7K ﹤0.01% 823
2025
Q4 		$185K Sell
89
-24
-21% -$46.9K ﹤0.01% 809
2025
Q3 		$189K Buy
113
+36
+47% +$64.2K ﹤0.01% 821
2025
Q2 		$138K Sell
77
-8
-9% -$14.2K ﹤0.01% 909
2025
Q1 		$164K Buy
85
+24
+39% +$45.2K ﹤0.01% 785
2024
Q4 		$119K Sell
61
-33
-35% -$62.4K ﹤0.01% 867
2024
Q3 		$171K Buy
94
+41
+77% +$71.5K ﹤0.01% 944
2024
Q2 		$95.1K Buy
53
+22
+71% +$38.9K ﹤0.01% 1001
2024
Q1 		$55.6K Buy
31
+2
+7% +$3.35K ﹤0.01% 878
2023
Q4 		$43K Buy
29
+8
+38% +$11.9K ﹤0.01% 997
2023
Q3 		$29K Buy
21
+8
+62% +$12.3K ﹤0.01% 1054
2023
Q2 		$18K Sell
13
-106
-89% -$149K ﹤0.01% 1097
2023
Q1 		$168K Buy
119
+46
+63% +$66K ﹤0.01% 599
2022
Q4 		$95K Buy
73
+28
+62% +$37.9K ﹤0.01% 691
2022
Q3 		$56K Buy
45
+4
+10% +$5.17K ﹤0.01% 714
2022
Q2 		$47K Buy
+41
New +$47.6K ﹤0.01% 704

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

Blue Trust Inc's WTM Position: Q2 2026 in Review

Blue Trust Inc reduced its White Mountains Insurance (WTM) stake by 19% in Q2 2026, selling an estimated $32.1K and leaving 62 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Blue Trust Inc first reported a position in WTM in Q2 2022 and has held it in 17 quarters since. The position peaked at $189K in Q3 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Blue Trust Inc held 62 shares of White Mountains Insurance worth $129K as of Q2 2026.
  • Blue Trust Inc sold 15 White Mountains Insurance shares in Q2 2026, an estimated $32.1K.
  • White Mountains Insurance made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #930 holding.
  • Blue Trust Inc first reported a position in White Mountains Insurance in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's White Mountains Insurance position peaked at $189K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.