Central Trust Company’s White Mountains Insurance WTM Stock Holding History

Central Trust Company’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	$12.4K	Buy	+6	New	+$12.8K	﹤0.01%	1179
2024 Q2	–	Sell	-100	Closed	-$179K	–	1461
2024 Q1	$179K	Hold	100	–	–	﹤0.01%	579
2023 Q4	$151K	Sell	100 -10	-9%	-$14.9K	﹤0.01%	597
2023 Q3	$165K	Hold	110	–	–	﹤0.01%	579
2023 Q2	$153K	Hold	110	–	–	﹤0.01%	595
2023 Q1	$152K	Hold	110	–	–	﹤0.01%	590
2022 Q4	$156K	Hold	110	–	–	﹤0.01%	566
2022 Q3	$143K	Hold	110	–	–	﹤0.01%	577
2022 Q2	$137K	Hold	110	–	–	﹤0.01%	590
2022 Q1	$125K	Hold	110	–	–	﹤0.01%	650
2021 Q4	$112K	Hold	110	–	–	﹤0.01%	681
2021 Q3	$118K	Hold	110	–	–	﹤0.01%	626
2021 Q2	$126K	Hold	110	–	–	﹤0.01%	599
2021 Q1	$123K	Hold	110	–	–	﹤0.01%	572
2020 Q4	$110K	Hold	110	–	–	﹤0.01%	571
2020 Q3	$86K	Hold	110	–	–	﹤0.01%	579
2020 Q2	$98K	Hold	110	–	–	﹤0.01%	529
2020 Q1	$100K	Hold	110	–	–	0.01%	507
2019 Q4	$123K	Hold	110	–	–	0.01%	533
2019 Q3	$119K	Hold	110	–	–	0.01%	514
2019 Q2	$115K	Hold	110	–	–	0.01%	535
2019 Q1	$102K	Hold	110	–	–	0.01%	533
2018 Q4	$94K	Hold	110	–	–	0.01%	542
2018 Q3	$103K	Hold	110	–	–	0.01%	564
2018 Q2	$100K	Hold	110	–	–	0.01%	554
2018 Q1	$90K	Hold	110	–	–	0.01%	580
2017 Q4	$94K	Hold	110	–	–	0.01%	595
2017 Q3	$94K	Hold	110	–	–	0.01%	578
2017 Q2	$96K	Sell	110 -2	-2%	-$1.74K	0.01%	567
2017 Q1	$99K	Hold	112	–	–	0.01%	567
2016 Q4	$94K	Hold	112	–	–	0.01%	586
2016 Q3	$93K	Sell	112 -15	-12%	-$12.4K	0.01%	552
2016 Q2	$107K	Buy	127 +12	+10%	+$9.79K	0.01%	526
2016 Q1	$92K	Hold	115	–	–	0.01%	554
2015 Q4	$84K	Hold	115	–	–	0.01%	568
2015 Q3	$86K	Sell	115 -8	-7%	-$5.76K	0.01%	538
2015 Q2	$81K	Hold	123	–	–	0.01%	576
2015 Q1	$84K	Buy	123 +13	+12%	+$8.58K	0.01%	550
2014 Q4	$69K	Hold	110	–	–	0.01%	590
2014 Q3	$69K	Hold	110	–	–	0.01%	592
2014 Q2	$67K	Hold	110	–	–	0.01%	607
2014 Q1	$66K	Hold	110	–	–	0.01%	604
2013 Q4	$66K	Hold	110	–	–	0.01%	598
2013 Q3	$62K	Hold	110	–	–	0.01%	600
2013 Q2	$63K	Buy	+110	New	+$64.2K	0.01%	553

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

Central Trust Company's WTM Position: Q2 2026 in Review

Central Trust Company opened a new position in White Mountains Insurance (WTM) in Q2 2026: 6 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Central Trust Company previously reported a position in WTM as recently as Q1 2024.

Central Trust Company first reported a position in WTM in Q2 2013 and has held it in 45 quarters since. The position peaked at $179K in Q1 2024. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Central Trust Company held 6 shares of White Mountains Insurance worth $12.4K as of Q2 2026.
White Mountains Insurance was a new Central Trust Company position in Q2 2026.
White Mountains Insurance made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1179 holding.
Central Trust Company first reported a position in White Mountains Insurance in Q2 2013 and has held it in 45 quarters since.
Central Trust Company's White Mountains Insurance position peaked at $179K in Q1 2024.
357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.