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Clearstead Advisors’s White Mountains Insurance WTM Stock Holding History

Clearstead Advisors’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 		$10.4K Buy
5
+1
+25% +$2.14K ﹤0.01% 1966
2026
Q1 		$8.79K Sell
4
-33
-89% -$70.7K ﹤0.01% 1619
2025
Q4 		$76.9K Buy
37
+6
+19% +$11.7K ﹤0.01% 1211
2025
Q3 		$51.8K Sell
31
-23
-43% -$41K ﹤0.01% 1270
2025
Q2 		$97K Buy
54
+50
+1,250% +$88.9K ﹤0.01% 1071
2025
Q1 		$7.7K Sell
4
-3
-43% -$5.65K ﹤0.01% 1676
2024
Q4 		$13.6K Buy
7
+3
+75% +$5.67K ﹤0.01% 1500
2024
Q3 		$6.79K Hold
4
– – ﹤0.01% 1663
2024
Q2 		$7.27K Buy
+4
New +$7.08K ﹤0.01% 1611

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

Clearstead Advisors's WTM Position: Q2 2026 in Review

Clearstead Advisors increased its White Mountains Insurance (WTM) stake by 25% in Q2 2026, buying an estimated $2.14K and bringing the position to 5 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Clearstead Advisors first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $97K in Q2 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Clearstead Advisors held 5 shares of White Mountains Insurance worth $10.4K as of Q2 2026.
  • Clearstead Advisors bought 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1966 holding.
  • Clearstead Advisors first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's White Mountains Insurance position peaked at $97K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.