Brown Miller Wealth Management’s White Mountains Insurance WTM Stock Holding History

Brown Miller 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	$619K	Hold	298	–	–	0.16%	105
2026 Q1	$656K	Hold	298	–	–	0.19%	91
2025 Q4	$620K	Hold	298	–	–	0.17%	93
2025 Q3	$499K	Hold	298	–	–	0.14%	118
2025 Q2	$536K	Hold	298	–	–	0.17%	98
2025 Q1	$575K	Hold	298	–	–	0.2%	95
2024 Q4	$580K	Hold	298	–	–	0.22%	77
2024 Q3	$506K	Hold	298	–	–	0.2%	81
2024 Q2	$542K	Hold	298	–	–	0.23%	75
2024 Q1	$535K	Hold	298	–	–	0.24%	76
2023 Q4	$449K	Hold	298	–	–	0.22%	82
2023 Q3	$446K	Hold	298	–	–	0.25%	75
2023 Q2	$414K	Hold	298	–	–	0.22%	79
2023 Q1	$411K	Hold	298	–	–	0.24%	75
2022 Q4	$422K	Hold	298	–	–	0.27%	77
2022 Q3	$388K	Hold	298	–	–	0.28%	72
2022 Q2	$371K	Hold	298	–	–	0.25%	76
2022 Q1	$339K	Hold	298	–	–	0.2%	87
2021 Q4	$302K	Hold	298	–	–	0.17%	100
2021 Q3	$319K	Hold	298	–	–	0.2%	91
2021 Q2	$342K	Sell	298 -1	-0.3%	-$1.17K	0.22%	91
2021 Q1	$334K	Buy	299 +1	+0.3%	+$1.12K	0.24%	86
2020 Q4	$298K	Buy	+298	New	+$280K	0.22%	87

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

Brown Miller Wealth Management's WTM Position: Q2 2026 in Review

Brown Miller Wealth Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 298 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #105.

Brown Miller Wealth Management first reported a position in WTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $656K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Brown Miller Wealth Management held 298 shares of White Mountains Insurance worth $619K as of Q2 2026.
Brown Miller Wealth Management left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.16% of Brown Miller Wealth Management's portfolio in Q2 2026, its #105 holding.
Brown Miller Wealth Management first reported a position in White Mountains Insurance in Q4 2020 and has held it in 23 quarters since.
Brown Miller Wealth Management's White Mountains Insurance position peaked at $656K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.