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Callan Family Office’s White Mountains Insurance WTM Stock Holding History

Callan Family Office’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
-97
Closed -$202K – 1189
2025
Q4 		$202K Buy
+97
New +$190K ﹤0.01% 1056

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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

Callan Family Office's WTM Position: Q1 2026 in Review

Callan Family Office sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 97 shares — an estimated $202K sold.

Callan Family Office first reported a position in WTM in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Callan Family Office reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 97 White Mountains Insurance shares in Q1 2026, an estimated $202K.
  • Callan Family Office first reported a position in White Mountains Insurance in Q4 2025 and held it in 1 quarter.
  • Callan Family Office's White Mountains Insurance position peaked at $202K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.