Brave Asset Management’s White Mountains Insurance WTM Stock Holding History

Brave Asset 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	$1.92M	Hold	924	–	–	0.41%	30
2026 Q1	$2.03M	Hold	924	–	–	0.48%	27
2025 Q4	$1.92M	Hold	924	–	–	0.45%	27
2025 Q3	$1.54M	Hold	924	–	–	0.37%	34
2025 Q2	$1.66M	Hold	924	–	–	0.45%	30
2025 Q1	$1.78M	Hold	924	–	–	0.55%	25
2024 Q4	$1.8M	Hold	924	–	–	0.57%	23
2024 Q3	$1.57M	Hold	924	–	–	0.38%	32
2024 Q2	$1.68M	Sell	924 -5	-0.5%	-$8.84K	0.43%	24
2024 Q1	$1.67M	Hold	929	–	–	0.43%	23
2023 Q4	$1.4M	Hold	929	–	–	0.39%	26
2023 Q3	$1.39M	Hold	929	–	–	0.42%	24
2023 Q2	$1.29M	Sell	929 -112	-11%	-$158K	0.38%	28
2023 Q1	$1.43M	Hold	1,041	–	–	0.45%	23
2022 Q4	$1.47M	Hold	1,041	–	–	0.5%	25
2022 Q3	$1.36M	Hold	1,041	–	–	0.69%	22
2022 Q2	$1.3M	Hold	1,041	–	–	0.58%	30
2022 Q1	$1.18M	Hold	1,041	–	–	0.41%	37
2021 Q4	$1.05M	Sell	1,041 -15	-1%	-$15.8K	0.29%	41
2021 Q3	$1.13M	Sell	1,056 -30	-3%	-$33.5K	0.33%	38
2021 Q2	$1.25M	Hold	1,086	–	–	0.37%	37
2021 Q1	$1.21M	Hold	1,086	–	–	0.41%	37
2020 Q4	$1.09M	Hold	1,086	–	–	0.41%	42
2020 Q3	$846K	Hold	1,086	–	–	0.4%	42
2020 Q2	$964K	Hold	1,086	–	–	0.5%	34
2020 Q1	$988K	Hold	1,086	–	–	0.62%	33
2019 Q4	$1.21M	Hold	1,086	–	–	0.63%	37
2019 Q3	$1.17M	Hold	1,086	–	–	0.67%	39
2019 Q2	$1.11M	Hold	1,086	–	–	0.62%	39
2019 Q1	$1M	Sell	1,086 -56	-5%	-$50.7K	0.56%	45
2018 Q4	$979K	Hold	1,142	–	–	0.66%	41
2018 Q3	$1.07M	Hold	1,142	–	–	0.55%	49
2018 Q2	$1.03M	Hold	1,142	–	–	0.6%	48
2018 Q1	$939K	Hold	1,142	–	–	0.57%	53
2017 Q4	$972K	Hold	1,142	–	–	0.51%	54
2017 Q3	$979K	Hold	1,142	–	–	0.51%	52
2017 Q2	$992K	Sell	1,142 -100	-8%	-$86.8K	0.53%	59
2017 Q1	$1.09M	Sell	1,242 -70	-5%	-$62.7K	0.64%	47
2016 Q4	$1.1M	Hold	1,312	–	–	0.7%	40
2016 Q3	$1.09M	Hold	1,312	–	–	0.7%	41
2016 Q2	$1.1M	Sell	1,312 -130	-9%	-$106K	0.74%	37
2016 Q1	$1.16M	Sell	1,442 -50	-3%	-$37.4K	0.81%	34
2015 Q4	$1.08M	Hold	1,492	–	–	0.73%	36
2015 Q3	$1.11M	Hold	1,492	–	–	0.85%	35
2015 Q2	$977K	Buy	1,492 +592	+66%	+$393K	0.68%	47
2015 Q1	$616K	Hold	900	–	–	0.43%	68
2014 Q4	$567K	Hold	900	–	–	0.41%	74
2014 Q3	$567K	Hold	900	–	–	0.42%	72
2014 Q2	$548K	Hold	900	–	–	0.39%	77
2014 Q1	$540K	Buy	900 +100	+13%	+$58.4K	0.43%	71
2013 Q4	$482K	Buy	+800	New	+$471K	0.39%	73

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Brave Asset Management's WTM Position: Q2 2026 in Review

Brave Asset Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 924 shares worth $1.92M. The position accounts for 0.41% of the portfolio, ranked #30.

Brave Asset Management first reported a position in WTM in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.03M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Brave Asset Management held 924 shares of White Mountains Insurance worth $1.92M as of Q2 2026.
Brave Asset Management left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.41% of Brave Asset Management's portfolio in Q2 2026, its #30 holding.
Brave Asset Management first reported a position in White Mountains Insurance in Q4 2013 and has held it in 51 quarters since.
Brave Asset Management's White Mountains Insurance position peaked at $2.03M in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.