Commonwealth Equity Services’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $583K | Buy |
281
+7
| +3% | +$15K | ﹤0.01% | 3188 |
|
|
2026
Q1 | $602K | Buy |
274
+3
| +1% | +$6.42K | ﹤0.01% | 3048 |
|
|
2025
Q4 | $563K | Sell |
271
-29
| -10% | -$56.7K | ﹤0.01% | 3082 |
|
|
2025
Q3 | $502K | Sell |
300
-24
| -7% | -$42.8K | ﹤0.01% | 3174 |
|
|
2025
Q2 | $582K | Buy |
324
+14
| +5% | +$24.9K | ﹤0.01% | 3027 |
|
|
2025
Q1 | $597K | Buy |
310
+27
| +10% | +$50.8K | ﹤0.01% | 2895 |
|
|
2024
Q4 | $551K | Sell |
283
-27
| -9% | -$51K | ﹤0.01% | 2885 |
|
|
2024
Q3 | $526K | Buy |
310
+20
| +7% | +$34.9K | ﹤0.01% | 2858 |
|
|
2024
Q2 | $527K | Buy |
290
+2
| +0.7% | +$3.54K | ﹤0.01% | 2793 |
|
|
2024
Q1 | $517K | Sell |
288
-2
| -0.7% | -$3.35K | ﹤0.01% | 2794 |
|
|
2023
Q4 | $437K | Sell |
290
-2
| -0.7% | -$2.97K | ﹤0.01% | 2838 |
|
|
2023
Q3 | $437K | Buy |
292
+5
| +2% | +$7.68K | ﹤0.01% | 2708 |
|
|
2023
Q2 | $399K | Buy |
287
+8
| +3% | +$11.3K | ﹤0.01% | 2808 |
|
|
2023
Q1 | $384K | Buy |
279
+9
| +3% | +$12.9K | ﹤0.01% | 2770 |
|
|
2022
Q4 | $382K | Buy |
270
+9
| +3% | +$12.2K | ﹤0.01% | 2689 |
|
|
2022
Q3 | $340K | Buy |
261
+5
| +2% | +$6.47K | ﹤0.01% | 2726 |
|
|
2022
Q2 | $319K | Buy |
256
+39
| +18% | +$45.3K | ﹤0.01% | 2784 |
|
|
2022
Q1 | $246K | Sell |
217
-4
| -2% | -$4.19K | ﹤0.01% | 3135 |
|
|
2021
Q4 | $224K | Buy |
221
+5
| +2% | +$5.28K | ﹤0.01% | 3207 |
|
|
2021
Q3 | $231K | Sell |
216
-78
| -27% | -$87.1K | ﹤0.01% | 3154 |
|
|
2021
Q2 | $337K | Buy |
294
+82
| +39% | +$95.7K | ﹤0.01% | 2799 |
|
|
2021
Q1 | $236K | Hold |
212
| – | – | ﹤0.01% | 2988 |
|
|
2020
Q4 | $212K | Buy |
+212
| New | +$199K | ﹤0.01% | 2875 |
|
|
2020
Q1 | – | Sell |
-272
| Closed | -$303K | – | 2975 |
|
|
2019
Q4 | $303K | Buy |
272
+9
| +3% | +$9.82K | ﹤0.01% | 2306 |
|
|
2019
Q3 | $284K | Hold |
263
| – | – | ﹤0.01% | 2282 |
|
|
2019
Q2 | $268K | Sell |
263
-3
| -1% | -$2.89K | ﹤0.01% | 2288 |
|
|
2019
Q1 | $246K | Hold |
266
| – | – | ﹤0.01% | 2315 |
|
|
2018
Q4 | $228K | Buy |
266
+23
| +9% | +$20.5K | ﹤0.01% | 2233 |
|
|
2018
Q3 | $227K | Buy |
243
+15
| +7% | +$13.9K | ﹤0.01% | 2402 |
|
|
2018
Q2 | $207K | Buy |
+228
| New | +$201K | ﹤0.01% | 2435 |
|
|
2017
Q3 | – | Sell |
-265
| Closed | -$230K | – | 2619 |
|
|
2017
Q2 | $230K | Buy |
265
+29
| +12% | +$25.2K | ﹤0.01% | 2128 |
|
|
2017
Q1 | $208K | Buy |
+236
| New | +$211K | ﹤0.01% | 2123 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Commonwealth Equity Services's WTM Position: Q2 2026 in Review
Commonwealth Equity Services increased its White Mountains Insurance (WTM) stake by 2.6% in Q2 2026, buying an estimated $15K and bringing the position to 281 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.
Commonwealth Equity Services first reported a position in WTM in Q1 2017 and has held it in 32 quarters since. The position peaked at $602K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Commonwealth Equity Services held 281 shares of White Mountains Insurance worth $583K as of Q2 2026.
- Commonwealth Equity Services bought 7 White Mountains Insurance shares in Q2 2026, an estimated $15K.
- White Mountains Insurance made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3188 holding.
- Commonwealth Equity Services first reported a position in White Mountains Insurance in Q1 2017 and has held it in 32 quarters since.
- Commonwealth Equity Services's White Mountains Insurance position peaked at $602K in Q1 2026.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.