Cerity Partners
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Cerity Partners’s White Mountains Insurance WTM Stock Holding History

Cerity Partners’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 		$3.73M Sell
1,797
-70
-4% -$150K ﹤0.01% 1246
2026
Q1 		$4.1M Sell
1,867
-1,676
-47% -$3.59M 0.01% 1113
2025
Q4 		$7.36M Buy
3,543
+1,603
+83% +$3.13M 0.01% 776
2025
Q3 		$3.24M Buy
1,940
+40
+2% +$71.4K 0.01% 1072
2025
Q2 		$3.41M Buy
1,900
+4
+0.2% +$7.11K 0.01% 983
2025
Q1 		$3.65M Buy
1,896
+48
+3% +$90.4K 0.01% 853
2024
Q4 		$3.59M Buy
1,848
+133
+8% +$251K 0.01% 845
2024
Q3 		$2.91M Sell
1,715
-14
-0.8% -$24.4K 0.01% 927
2024
Q2 		$3.14M Buy
1,729
+124
+8% +$219K 0.01% 745
2024
Q1 		$2.88M Buy
1,605
+79
+5% +$132K 0.01% 832
2023
Q4 		$2.3M Buy
1,526
+42
+3% +$62.4K 0.01% 734
2023
Q3 		$2.22M Sell
1,484
-244
-14% -$375K 0.01% 560
2023
Q2 		$2.4M Buy
1,728
+147
+9% +$207K 0.01% 675
2023
Q1 		$2.18M Buy
1,581
+1,284
+432% +$1.84M 0.01% 701
2022
Q4 		$420K Buy
297
+20
+7% +$27.1K ﹤0.01% 1018
2022
Q3 		$361K Hold
277
– – ﹤0.01% 831
2022
Q2 		$345K Buy
277
+77
+39% +$89.4K ﹤0.01% 863
2022
Q1 		$227K Sell
200
-58
-22% -$60.7K ﹤0.01% 829
2021
Q4 		$261K Buy
258
+43
+20% +$45.4K ﹤0.01% 829
2021
Q3 		$230K Hold
215
– – 0.01% 620
2021
Q2 		$247K Hold
215
– – 0.01% 637
2021
Q1 		$240K Hold
215
– – 0.01% 613
2020
Q4 		$215K Buy
+215
New +$202K 0.01% 582
2020
Q1 		– Sell
-200
Closed -$223K – 529
2019
Q4 		$223K Sell
200
-1
-0.5% -$1.09K 0.01% 487
2019
Q3 		$217K Buy
201
+1
+0.5% +$1.07K 0.01% 444
2019
Q2 		$204K Sell
200
-21
-10% -$20.2K 0.01% 451
2019
Q1 		$205K Buy
+221
New +$200K 0.01% 502
2018
Q4 		– Sell
-218
Closed -$204K – 564
2018
Q3 		$204K Buy
+218
New +$202K 0.01% 510

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

Cerity Partners's WTM Position: Q2 2026 in Review

Cerity Partners reduced its White Mountains Insurance (WTM) stake by 3.7% in Q2 2026, selling an estimated $150K and leaving 1,797 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Cerity Partners first reported a position in WTM in Q3 2018 and has held it in 28 quarters since. The position peaked at $7.36M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Cerity Partners held 1,797 shares of White Mountains Insurance worth $3.73M as of Q2 2026.
  • Cerity Partners sold 70 White Mountains Insurance shares in Q2 2026, an estimated $150K.
  • White Mountains Insurance made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1246 holding.
  • Cerity Partners first reported a position in White Mountains Insurance in Q3 2018 and has held it in 28 quarters since.
  • Cerity Partners's White Mountains Insurance position peaked at $7.36M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.