Charles Schwab
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Charles Schwab’s White Mountains Insurance WTM Stock Holding History

Charles Schwab’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 		$48.7M Sell
23,505
-736
-3% -$1.58M 0.01% 1265
2026
Q1 		$53.3M Buy
24,241
+1,003
+4% +$2.15M 0.01% 1114
2025
Q4 		$48.3M Sell
23,238
-994
-4% -$1.94M 0.01% 1181
2025
Q3 		$40.5M Buy
24,232
+49
+0.2% +$87.4K 0.01% 1294
2025
Q2 		$43.4M Sell
24,183
-523
-2% -$930K 0.01% 1188
2025
Q1 		$47.6M Sell
24,706
-657
-3% -$1.24M 0.01% 1107
2024
Q4 		$49.3M Buy
25,363
+143
+0.6% +$270K 0.01% 1135
2024
Q3 		$42.8M Buy
25,220
+379
+2% +$661K 0.01% 1223
2024
Q2 		$45.1M Buy
24,841
+12
+0% +$21.2K 0.01% 1153
2024
Q1 		$44.6M Buy
24,829
+321
+1% +$538K 0.01% 1121
2023
Q4 		$36.9M Buy
24,508
+608
+3% +$904K 0.01% 1205
2023
Q3 		$35.7M Buy
23,900
+787
+3% +$1.21M 0.01% 1131
2023
Q2 		$32.1M Sell
23,113
-27
-0.1% -$38K 0.01% 1176
2023
Q1 		$31.9M Sell
23,140
-498
-2% -$714K 0.01% 1142
2022
Q4 		$33.4M Sell
23,638
-1,413
-6% -$1.91M 0.01% 1079
2022
Q3 		$32.6M Sell
25,051
-2,196
-8% -$2.84M 0.01% 1038
2022
Q2 		$34M Buy
27,247
+562
+2% +$653K 0.01% 1016
2022
Q1 		$30.3M Buy
26,685
+1,343
+5% +$1.41M 0.01% 1218
2021
Q4 		$25.7M Sell
25,342
-187
-0.7% -$198K 0.01% 1385
2021
Q3 		$27.3M Buy
25,529
+143
+0.6% +$160K 0.01% 1311
2021
Q2 		$29.1M Buy
25,386
+847
+3% +$989K 0.01% 1272
2021
Q1 		$27.4M Buy
24,539
+19
+0.1% +$21.3K 0.01% 1266
2020
Q4 		$24.5M Sell
24,520
-560
-2% -$527K 0.01% 1246
2020
Q3 		$19.5M Sell
25,080
-399
-2% -$345K 0.01% 1220
2020
Q2 		$22.6M Sell
25,479
-4,695
-16% -$4.23M 0.01% 1084
2020
Q1 		$27.5M Buy
30,174
+14,714
+95% +$15.2M 0.02% 790
2019
Q4 		$17.2M Buy
15,460
+260
+2% +$284K 0.01% 1314
2019
Q3 		$16.4M Sell
15,200
-257
-2% -$274K 0.01% 1282
2019
Q2 		$15.8M Buy
15,457
+90
+0.6% +$86.6K 0.01% 1304
2019
Q1 		$14.2M Buy
15,367
+814
+6% +$737K 0.01% 1352
2018
Q4 		$12.5M Sell
14,553
-128
-0.9% -$114K 0.01% 1302
2018
Q3 		$13.7M Sell
14,681
-3,054
-17% -$2.83M 0.01% 1413
2018
Q2 		$16.1M Sell
17,735
-1,442
-8% -$1.27M 0.01% 1251
2018
Q1 		$15.8M Sell
19,177
-313
-2% -$258K 0.01% 1165
2017
Q4 		$16.6M Buy
19,490
+163
+0.8% +$142K 0.01% 1126
2017
Q3 		$16.6M Sell
19,327
-2,172
-10% -$1.87M 0.01% 1068
2017
Q2 		$18.7M Buy
21,499
+549
+3% +$476K 0.02% 897
2017
Q1 		$18.4M Buy
20,950
+1,276
+6% +$1.14M 0.02% 881
2016
Q4 		$16.4M Sell
19,674
-218
-1% -$183K 0.02% 885
2016
Q3 		$16.5M Buy
19,892
+1,232
+7% +$1.02M 0.02% 811
2016
Q2 		$15.7M Sell
18,660
-1,044
-5% -$852K 0.02% 781
2016
Q1 		$15.8M Buy
19,704
+166
+0.8% +$124K 0.02% 752
2015
Q4 		$14.2M Sell
19,538
-145
-0.7% -$111K 0.02% 801
2015
Q3 		$14.7M Buy
19,683
+321
+2% +$231K 0.02% 713
2015
Q2 		$12.7M Buy
19,362
+1,767
+10% +$1.17M 0.02% 853
2015
Q1 		$12M Buy
17,595
+2,617
+17% +$1.73M 0.02% 868
2014
Q4 		$9.44M Buy
14,978
+1,092
+8% +$694K 0.01% 940
2014
Q3 		$8.75M Buy
13,886
+4,318
+45% +$2.69M 0.01% 923
2014
Q2 		$5.82M Buy
9,568
+859
+10% +$512K 0.01% 1273
2014
Q1 		$5.22M Buy
8,709
+760
+10% +$443K 0.01% 1302
2013
Q4 		$4.79M Buy
7,949
+551
+7% +$325K 0.01% 1290
2013
Q3 		$4.22M Buy
7,398
+923
+14% +$536K 0.01% 1307
2013
Q2 		$3.81M Buy
+6,475
New +$3.78M 0.01% 1282

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

Charles Schwab's WTM Position: Q2 2026 in Review

Charles Schwab reduced its White Mountains Insurance (WTM) stake by 3% in Q2 2026, selling an estimated $1.58M and leaving 23,505 shares worth $48.7M. The position accounts for 0.01% of the portfolio, ranked #1265.

Charles Schwab first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.3M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Charles Schwab held 23,505 shares of White Mountains Insurance worth $48.7M as of Q2 2026.
  • Charles Schwab sold 736 White Mountains Insurance shares in Q2 2026, an estimated $1.58M.
  • White Mountains Insurance made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1265 holding.
  • Charles Schwab first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's White Mountains Insurance position peaked at $53.3M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.