Cetera Investment Advisers’s White Mountains Insurance WTM Stock Holding History

Cetera Investment Advisers’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	$753K	Buy	363 +17	+5%	+$36.4K	﹤0.01%	3303
2026 Q1	$761K	Sell	346 -18	-5%	-$38.5K	﹤0.01%	3143
2025 Q4	$757K	Hold	364	–	–	﹤0.01%	3075
2025 Q3	$609K	Buy	364 +103	+39%	+$184K	﹤0.01%	3220
2025 Q2	$469K	Buy	261 +9	+4%	+$16K	﹤0.01%	3016
2025 Q1	$485K	Buy	252 +9	+4%	+$16.9K	﹤0.01%	2862
2024 Q4	$473K	Sell	243 -3	-1%	-$5.67K	﹤0.01%	2725
2024 Q3	$417K	Buy	246 +67	+37%	+$117K	﹤0.01%	2801
2024 Q2	$325K	Buy	179 +1	+0.6%	+$1.77K	﹤0.01%	2958
2024 Q1	$319K	Buy	+178	New	+$298K	﹤0.01%	2975

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

Cetera Investment Advisers's WTM Position: Q2 2026 in Review

Cetera Investment Advisers increased its White Mountains Insurance (WTM) stake by 4.9% in Q2 2026, buying an estimated $36.4K and bringing the position to 363 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Cetera Investment Advisers first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $761K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Cetera Investment Advisers held 363 shares of White Mountains Insurance worth $753K as of Q2 2026.
Cetera Investment Advisers bought 17 White Mountains Insurance shares in Q2 2026, an estimated $36.4K.
White Mountains Insurance made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3303 holding.
Cetera Investment Advisers first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's White Mountains Insurance position peaked at $761K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.