Commonwealth Equity Services’s White Mountains Insurance WTM Stock Holding History

Commonwealth Equity Services’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	$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	$384	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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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. 87 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.
87 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.