Corient Private Wealth
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Corient Private Wealth’s White Mountains Insurance WTM Stock Holding History

Corient Private Wealth’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 		$1.27M Sell
611
-787
-56% -$1.68M ﹤0.01% 1666
2026
Q1 		$3.02M Buy
1,398
+492
+54% +$1.05M ﹤0.01% 1050
2025
Q4 		$1.88M Buy
906
+308
+52% +$602K ﹤0.01% 1185
2025
Q3 		$999K Sell
598
-251
-30% -$448K ﹤0.01% 1422
2025
Q2 		$1.52M Buy
849
+169
+25% +$301K ﹤0.01% 1164
2025
Q1 		$1.31M Buy
680
+41
+6% +$77.2K ﹤0.01% 1166
2024
Q4 		$1.24M Sell
639
-489
-43% -$924K ﹤0.01% 1217
2024
Q3 		$1.91M Buy
1,128
+298
+36% +$520K ﹤0.01% 1120
2024
Q2 		$1.51M Sell
830
-76
-8% -$134K ﹤0.01% 1159
2024
Q1 		$1.63M Sell
906
-147
-14% -$246K ﹤0.01% 1126
2023
Q4 		$1.58M Sell
1,053
-18
-2% -$26.8K ﹤0.01% 1111
2023
Q3 		$1.6M Sell
1,071
-26
-2% -$39.9K ﹤0.01% 996
2023
Q2 		$1.52M Buy
1,097
+774
+240% +$1.09M ﹤0.01% 994
2023
Q1 		$445K Buy
323
+12
+4% +$17.2K ﹤0.01% 1436
2022
Q4 		$440K Buy
+311
New +$421K ﹤0.01% 1186

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

Corient Private Wealth's WTM Position: Q2 2026 in Review

Corient Private Wealth reduced its White Mountains Insurance (WTM) stake by 56% in Q2 2026, selling an estimated $1.68M and leaving 611 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Corient Private Wealth first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Corient Private Wealth held 611 shares of White Mountains Insurance worth $1.27M as of Q2 2026.
  • Corient Private Wealth sold 787 White Mountains Insurance shares in Q2 2026, an estimated $1.68M.
  • White Mountains Insurance made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1666 holding.
  • Corient Private Wealth first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's White Mountains Insurance position peaked at $3.02M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.