CPIG
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Chicago Partners Investment Group’s White Mountains Insurance WTM Stock Holding History

Chicago Partners Investment Group’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 		$1.14M Buy
523
+56
+12% +$120K 0.02% 595
2026
Q1 		$1.06M Sell
467
-56
-11% -$120K 0.02% 521
2025
Q4 		$1.08M Buy
523
+7
+1% +$13.7K 0.03% 446
2025
Q3 		$981K Buy
516
+5
+1% +$8.92K 0.03% 438
2025
Q2 		$914K Buy
511
+20
+4% +$35.6K 0.03% 419
2025
Q1 		$877K Buy
491
+37
+8% +$69.6K 0.03% 386
2024
Q4 		$850K Hold
454
– – 0.03% 383
2024
Q3 		$832K Buy
454
+3
+0.7% +$5.23K 0.03% 367
2024
Q2 		$796K Hold
451
– – 0.03% 367
2024
Q1 		$776K Hold
451
– – 0.03% 358
2023
Q4 		$715K Buy
451
+1
+0.2% +$1.49K 0.03% 352
2023
Q3 		$645K Hold
450
– – 0.03% 348
2023
Q2 		$703K Hold
450
– – 0.04% 346
2023
Q1 		$677K Hold
450
– – 0.04% 323
2022
Q4 		$673K Hold
450
– – 0.04% 319
2022
Q3 		$601K Hold
450
– – 0.04% 306
2022
Q2 		$558K Hold
450
– – 0.04% 315
2022
Q1 		$526K Hold
450
– – 0.04% 309
2021
Q4 		$472K Hold
450
– – 0.03% 351
2021
Q3 		$507K Hold
450
– – 0.04% 333
2021
Q2 		$507K Hold
450
– – 0.04% 322
2021
Q1 		$544K Hold
450
– – 0.04% 294
2020
Q4 		$468K Hold
450
– – 0.04% 295
2020
Q3 		$425K Buy
+450
New +$389K 0.05% 262

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

Chicago Partners Investment Group's WTM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its White Mountains Insurance (WTM) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 523 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #595.

Chicago Partners Investment Group first reported a position in WTM in Q3 2020 and has held it in 24 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Chicago Partners Investment Group held 523 shares of White Mountains Insurance worth $1.14M as of Q2 2026.
  • Chicago Partners Investment Group bought 56 White Mountains Insurance shares in Q2 2026, an estimated $120K.
  • White Mountains Insurance made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #595 holding.
  • Chicago Partners Investment Group first reported a position in White Mountains Insurance in Q3 2020 and has held it in 24 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.