Columbia Asset Management’s White Mountains Insurance WTM Stock Holding History

Columbia Asset Management’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 Q1	$275K	Hold	125	–	–	0.05%	148
2025 Q4	$260K	Hold	125	–	–	0.05%	151
2025 Q3	$209K	Hold	125	–	–	0.04%	164
2025 Q2	$224K	Hold	125	–	–	0.04%	159
2025 Q1	$241K	Hold	125	–	–	0.05%	179
2024 Q4	$243K	Buy	+125	New	+$236K	0.04%	183
2020 Q1	–	Sell	-184	Closed	-$2.05K	–	173
2019 Q4	$2.05K	Buy	+184	New	+$201K	0.05%	168
2019 Q2	–	Sell	-184	Closed	-$170K	–	217
2019 Q1	$170K	Hold	184	–	–	0.05%	173
2018 Q4	$158K	Hold	184	–	–	0.05%	170
2018 Q3	$172K	Buy	+184	New	+$171K	0.04%	182
2017 Q1	–	Sell	-184	Closed	-$154K	–	215
2016 Q4	$154K	Buy	+184	New	+$154K	0.05%	184

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Columbia Asset Management's WTM Position: Q1 2026 in Review

Columbia Asset Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 125 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #148.

Columbia Asset Management first reported a position in WTM in Q4 2016 and has held it in 11 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Columbia Asset Management held 125 shares of White Mountains Insurance worth $275K as of Q1 2026.
Columbia Asset Management left its White Mountains Insurance share count unchanged in Q1 2026.
White Mountains Insurance made up 0.05% of Columbia Asset Management's portfolio in Q1 2026, its #148 holding.
Columbia Asset Management first reported a position in White Mountains Insurance in Q4 2016 and has held it in 11 quarters since.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.