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Bradley Foster & Sargent’s White Mountains Insurance WTM Stock Holding History

Bradley Foster & Sargent’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 		$3.94M Sell
1,899
-103
-5% -$220K 0.06% 181
2026
Q1 		$4.4M Sell
2,002
-3,454
-63% -$7.4M 0.07% 158
2025
Q4 		$11.3M Sell
5,456
-90
-2% -$176K 0.17% 105
2025
Q3 		$9.27M Buy
5,546
+24
+0.4% +$42.8K 0.14% 122
2025
Q2 		$9.92M Buy
+5,522
New +$9.82M 0.16% 111

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

Bradley Foster & Sargent's WTM Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its White Mountains Insurance (WTM) stake by 5.1% in Q2 2026, selling an estimated $220K and leaving 1,899 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #181.

Bradley Foster & Sargent first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Bradley Foster & Sargent held 1,899 shares of White Mountains Insurance worth $3.94M as of Q2 2026.
  • Bradley Foster & Sargent sold 103 White Mountains Insurance shares in Q2 2026, an estimated $220K.
  • White Mountains Insurance made up 0.06% of Bradley Foster & Sargent's portfolio in Q2 2026, its #181 holding.
  • Bradley Foster & Sargent first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's White Mountains Insurance position peaked at $11.3M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.