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Cannell & Spears’s White Mountains Insurance WTM Stock Holding History

Cannell & Spears’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 		$57.2M Sell
27,577
-450
-2% -$963K 1.02% 28
2026
Q1 		$61.6M Sell
28,027
-88
-0.3% -$188K 1.21% 21
2025
Q4 		$58.4M Sell
28,115
-173
-0.6% -$338K 1.09% 26
2025
Q3 		$47.3M Sell
28,288
-59
-0.2% -$105K 0.89% 30
2025
Q2 		$50.9M Sell
28,347
-321
-1% -$571K 1.03% 26
2025
Q1 		$55.2M Sell
28,668
-58
-0.2% -$109K 1.19% 22
2024
Q4 		$55.9M Sell
28,726
-197
-0.7% -$372K 1.15% 25
2024
Q3 		$49.1M Sell
28,923
-1,143
-4% -$1.99M 0.97% 32
2024
Q2 		$54.6M Sell
30,066
-170
-0.6% -$301K 1.13% 29
2024
Q1 		$54.3M Buy
+30,236
New +$50.7M 1.12% 25

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
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
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

Cannell & Spears's WTM Position: Q2 2026 in Review

Cannell & Spears reduced its White Mountains Insurance (WTM) stake by 1.6% in Q2 2026, selling an estimated $963K and leaving 27,577 shares worth $57.2M. The position accounts for 1.02% of the portfolio, ranked #28.

Cannell & Spears first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.6M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Cannell & Spears held 27,577 shares of White Mountains Insurance worth $57.2M as of Q2 2026.
  • Cannell & Spears sold 450 White Mountains Insurance shares in Q2 2026, an estimated $963K.
  • White Mountains Insurance made up 1.02% of Cannell & Spears's portfolio in Q2 2026, its #28 holding.
  • Cannell & Spears first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • Cannell & Spears's White Mountains Insurance position peaked at $61.6M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.