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Colonial Trust’s White Mountains Insurance WTM Stock Holding History

Colonial Trust’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 		$22.8K Sell
11
-50
-82% -$107K ﹤0.01% 658
2026
Q1 		$134K Hold
61
– – 0.02% 371
2025
Q4 		$127K Hold
61
– – 0.02% 386
2025
Q3 		$102K Hold
61
– – 0.01% 439
2025
Q2 		$110K Hold
61
– – 0.02% 418
2025
Q1 		$117K Hold
61
– – 0.02% 397
2024
Q4 		$119K Hold
61
– – 0.02% 423
2024
Q3 		$103K Hold
61
– – 0.02% 439
2024
Q2 		$111K Hold
61
– – 0.02% 389
2024
Q1 		$109K Hold
61
– – 0.02% 383
2023
Q4 		$91.8K Hold
61
– – 0.02% 411
2023
Q3 		$91.2K Hold
61
– – 0.02% 375
2023
Q2 		$84.7K Hold
61
– – 0.02% 388
2023
Q1 		$84K Hold
61
– – 0.02% 370
2022
Q4 		$86.3K Buy
+61
New +$82.7K 0.02% 335

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

Colonial Trust's WTM Position: Q2 2026 in Review

Colonial Trust reduced its White Mountains Insurance (WTM) stake by 82% in Q2 2026, selling an estimated $107K and leaving 11 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Colonial Trust first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $134K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Colonial Trust held 11 shares of White Mountains Insurance worth $22.8K as of Q2 2026.
  • Colonial Trust sold 50 White Mountains Insurance shares in Q2 2026, an estimated $107K.
  • White Mountains Insurance made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #658 holding.
  • Colonial Trust first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's White Mountains Insurance position peaked at $134K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.