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Choreo LLC’s White Mountains Insurance WTM Stock Holding History

Choreo LLC’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 		$610K Sell
294
-52
-15% -$111K 0.01% 882
2026
Q1 		$760K Sell
346
-18
-5% -$38.5K 0.01% 740
2025
Q4 		$757K Sell
364
-32
-8% -$62.6K 0.01% 728
2025
Q3 		$662K Buy
396
+223
+129% +$398K 0.01% 801
2025
Q2 		$311K Buy
173
+1
+0.6% +$1.78K ﹤0.01% 1151
2025
Q1 		$331K Sell
172
-4
-2% -$7.53K 0.01% 1033
2024
Q4 		$340K Buy
176
+24
+16% +$45.3K ﹤0.01% 1116
2024
Q3 		$269K Buy
152
+13
+9% +$22.7K ﹤0.01% 1272
2024
Q2 		$246K Buy
+139
New +$246K ﹤0.01% 1209

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

Choreo LLC's WTM Position: Q2 2026 in Review

Choreo LLC reduced its White Mountains Insurance (WTM) stake by 15% in Q2 2026, selling an estimated $111K and leaving 294 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #882.

Choreo LLC first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $760K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Choreo LLC held 294 shares of White Mountains Insurance worth $610K as of Q2 2026.
  • Choreo LLC sold 52 White Mountains Insurance shares in Q2 2026, an estimated $111K.
  • White Mountains Insurance made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #882 holding.
  • Choreo LLC first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's White Mountains Insurance position peaked at $760K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.