Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s White Mountains Insurance WTM Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-200
Closed -$416K – 4088
2025
Q4 		$416K Buy
+200
New +$391K ﹤0.01% 2901
2019
Q4 		– Sell
-639
Closed -$690K – 2479
2019
Q3 		$690K Buy
639
+114
+22% +$122K 0.01% 1289
2019
Q2 		$536K Buy
+525
New +$505K ﹤0.01% 1379
2019
Q1 		– Sell
-535
Closed -$459K – 2355
2018
Q4 		$459K Buy
+535
New +$477K 0.01% 1372

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

Cambridge Investment Research Advisors's WTM Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 200 shares — an estimated $416K sold.

Cambridge Investment Research Advisors first reported a position in WTM in Q4 2018 and held it in 4 quarters. The position peaked at $690K in Q3 2019. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 200 White Mountains Insurance shares in Q1 2026, an estimated $416K.
  • Cambridge Investment Research Advisors first reported a position in White Mountains Insurance in Q4 2018 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's White Mountains Insurance position peaked at $690K in Q3 2019.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.