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Covestor’s White Mountains Insurance WTM Stock Holding History

Covestor’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 		$121K Buy
58
+54
+1,350% +$116K 0.07% 273
2026
Q1 		$9K Sell
4
-93
-96% -$199K 0.01% 1526
2025
Q4 		$204K Buy
97
+69
+246% +$135K 0.11% 210
2025
Q3 		$48K Buy
28
+22
+367% +$39.3K 0.03% 929
2025
Q2 		$12K Sell
6
-117
-95% -$208K 0.01% 1497
2025
Q1 		$239K Hold
123
– – 0.16% 108
2024
Q4 		$241K Hold
123
– – 0.15% 104
2024
Q3 		$209K Buy
123
+33
+37% +$57.5K 0.13% 154
2024
Q2 		$164K Buy
90
+84
+1,400% +$149K 0.11% 232
2024
Q1 		$11K Hold
6
– – 0.01% 1550
2023
Q4 		$10K Hold
6
– – 0.01% 1607
2023
Q3 		$9K Hold
6
– – 0.01% 1512
2023
Q2 		$9K Hold
6
– – 0.01% 1542
2023
Q1 		$9K Hold
6
– – 0.01% 1393
2022
Q4 		$9K Buy
+6
New +$8.13K 0.01% 1388

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

Covestor's WTM Position: Q2 2026 in Review

Covestor increased its White Mountains Insurance (WTM) stake by 1,350% in Q2 2026, buying an estimated $116K and bringing the position to 58 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #273.

Covestor first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $241K in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Covestor held 58 shares of White Mountains Insurance worth $121K as of Q2 2026.
  • Covestor bought 54 White Mountains Insurance shares in Q2 2026, an estimated $116K.
  • White Mountains Insurance made up 0.07% of Covestor's portfolio in Q2 2026, its #273 holding.
  • Covestor first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Covestor's White Mountains Insurance position peaked at $241K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.