Capital Advisors Ltd’s White Mountains Insurance WTM Stock Holding History

Capital Advisors Ltd’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	$25K	Hold	12	–	–	﹤0.01%	646
2026 Q1	$26K	Hold	12	–	–	﹤0.01%	617
2025 Q4	$25K	Hold	12	–	–	﹤0.01%	615
2025 Q3	$20K	Hold	12	–	–	﹤0.01%	651
2025 Q2	$22K	Hold	12	–	–	﹤0.01%	610
2025 Q1	$23K	Hold	12	–	–	﹤0.01%	598
2024 Q4	$23K	Hold	12	–	–	﹤0.01%	602
2024 Q3	$20K	Sell	12 -5	-29%	-$8.72K	﹤0.01%	617
2024 Q2	$31K	Buy	17 +5	+42%	+$8.84K	﹤0.01%	527
2024 Q1	$22K	Buy	12 +2	+20%	+$3.35K	﹤0.01%	574
2023 Q4	$15K	Hold	10	–	–	﹤0.01%	615
2023 Q3	$15K	Hold	10	–	–	﹤0.01%	613
2023 Q2	$14K	Hold	10	–	–	﹤0.01%	636
2023 Q1	$14K	Buy	10 +1	+11%	+$1.43K	﹤0.01%	510
2022 Q4	$13K	Hold	9	–	–	﹤0.01%	522
2022 Q3	$12K	Hold	9	–	–	﹤0.01%	521
2022 Q2	$11K	Hold	9	–	–	﹤0.01%	501
2022 Q1	$10K	Hold	9	–	–	﹤0.01%	530
2021 Q4	$9K	Buy	+9	New	+$9.51K	﹤0.01%	531

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

Capital Advisors Ltd's WTM Position: Q2 2026 in Review

Capital Advisors Ltd held its White Mountains Insurance (WTM) position steady in Q2 2026 at 12 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Capital Advisors Ltd first reported a position in WTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $31K in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Capital Advisors Ltd held 12 shares of White Mountains Insurance worth $25K as of Q2 2026.
Capital Advisors Ltd left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #646 holding.
Capital Advisors Ltd first reported a position in White Mountains Insurance in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's White Mountains Insurance position peaked at $31K in Q2 2024.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.