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CoreFirst Bank & Trust’s White Mountains Insurance WTM Stock Holding History

CoreFirst Bank & 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 		$18.7K Buy
9
+2
+29% +$4.28K 0.01% 240
2026
Q1 		$15.4K Hold
7
– – 0.01% 252
2025
Q4 		$14.5K Buy
7
+3
+75% +$5.87K 0.01% 263
2025
Q3 		$6.69K Hold
4
– – ﹤0.01% 313
2025
Q2 		$7.18K Buy
+4
New +$7.11K ﹤0.01% 314

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

CoreFirst Bank & Trust's WTM Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its White Mountains Insurance (WTM) stake by 29% in Q2 2026, buying an estimated $4.28K and bringing the position to 9 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #240.

CoreFirst Bank & Trust first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • CoreFirst Bank & Trust held 9 shares of White Mountains Insurance worth $18.7K as of Q2 2026.
  • CoreFirst Bank & Trust bought 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up 0.01% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #240 holding.
  • CoreFirst Bank & Trust first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.