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Bruce G. Allen Investments’s White Mountains Insurance WTM Stock Holding History

Bruce G. Allen Investments’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
Q1 		– Sell
-1
Closed -$2.08K – 1152
2025
Q4 		$2.08K Hold
1
– – ﹤0.01% 696
2025
Q3 		$1.67K Hold
1
– – ﹤0.01% 733
2025
Q2 		$1.8K Hold
1
– – ﹤0.01% 727
2025
Q1 		$1.93K Hold
1
– – ﹤0.01% 713
2024
Q4 		$1.95K Hold
1
– – ﹤0.01% 714
2024
Q3 		$1.7K Buy
+1
New +$1.74K ﹤0.01% 742

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CB
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Fuller & Thaler Asset Management
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Bruce G. Allen Investments's WTM Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 1 share — an estimated $2.08K sold.

Bruce G. Allen Investments first reported a position in WTM in Q3 2024 and held it in 6 quarters. The position peaked at $2.08K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 1 White Mountains Insurance share in Q1 2026, an estimated $2.08K.
  • Bruce G. Allen Investments first reported a position in White Mountains Insurance in Q3 2024 and held it in 6 quarters.
  • Bruce G. Allen Investments's White Mountains Insurance position peaked at $2.08K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.