Bryant Woods Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Bryant Woods Investment Advisors’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	$705K	Hold	340	–	–	0.2%	52
2026 Q1	$747K	Hold	340	–	–	0.27%	32
2025 Q4	$707K	Hold	340	–	–	0.27%	31
2025 Q3	$568K	Hold	340	–	–	0.22%	36
2025 Q2	$611K	Hold	340	–	–	0.26%	34
2025 Q1	$655K	Hold	340	–	–	0.31%	33
2024 Q4	$661K	Hold	340	–	–	0.32%	31
2024 Q3	$577K	Hold	340	–	–	0.29%	29
2024 Q2	$509K	Hold	340	–	–	0.37%	28
2024 Q1	$610K	Hold	340	–	–	0.36%	27
2023 Q4	$512K	Hold	340	–	–	0.33%	29
2023 Q3	$509K	Hold	340	–	–	0.37%	28
2023 Q2	$472K	Hold	340	–	–	0.34%	31
2023 Q1	$468K	Hold	340	–	–	0.36%	30
2022 Q4	$481K	Hold	340	–	–	0.41%	28
2022 Q3	$443K	Hold	340	–	–	0.42%	28
2022 Q2	$424K	Hold	340	–	–	0.4%	27
2022 Q1	$386K	Hold	340	–	–	0.31%	26
2021 Q4	$345K	Buy	+340	New	+$359K	0.27%	29

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

Bryant Woods Investment Advisors's WTM Position: Q2 2026 in Review

Bryant Woods Investment Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 340 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #52.

Bryant Woods Investment Advisors first reported a position in WTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $747K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Bryant Woods Investment Advisors held 340 shares of White Mountains Insurance worth $705K as of Q2 2026.
Bryant Woods Investment Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.2% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #52 holding.
Bryant Woods Investment Advisors first reported a position in White Mountains Insurance in Q4 2021 and has held it in 19 quarters since.
Bryant Woods Investment Advisors's White Mountains Insurance position peaked at $747K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.