Creative Planning
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Creative Planning’s White Mountains Insurance WTM Stock Holding History

Creative Planning’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 		$8.01M Sell
3,861
-188
-5% -$402K ﹤0.01% 1045
2026
Q1 		$8.9M Buy
4,049
+634
+19% +$1.36M 0.01% 773
2025
Q4 		$7.1M Buy
3,415
+313
+10% +$612K 0.01% 776
2025
Q3 		$5.18M Buy
3,102
+260
+9% +$464K ﹤0.01% 858
2025
Q2 		$5.1M Buy
2,842
+152
+6% +$270K ﹤0.01% 747
2025
Q1 		$5.18M Buy
2,690
+427
+19% +$804K ﹤0.01% 692
2024
Q4 		$4.4M Sell
2,263
-73
-3% -$138K ﹤0.01% 709
2024
Q3 		$3.96M Sell
2,336
-38
-2% -$66.3K ﹤0.01% 734
2024
Q2 		$4.31M Buy
2,374
+46
+2% +$81.4K ﹤0.01% 680
2024
Q1 		$4.18M Buy
2,328
+424
+22% +$711K ﹤0.01% 669
2023
Q4 		$2.87M Sell
1,904
-79
-4% -$117K 0.01% 761
2023
Q3 		$2.97M Sell
1,983
-21
-1% -$32.2K ﹤0.01% 696
2023
Q2 		$2.78M Buy
2,004
+63
+3% +$88.7K ﹤0.01% 695
2023
Q1 		$2.67M Buy
1,941
+197
+11% +$283K ﹤0.01% 687
2022
Q4 		$2.47M Sell
1,744
-168
-9% -$228K ﹤0.01% 682
2022
Q3 		$2.49M Sell
1,912
-8
-0.4% -$10.3K ﹤0.01% 619
2022
Q2 		$2.39M Buy
1,920
+51
+3% +$59.2K ﹤0.01% 659
2022
Q1 		$2.12M Buy
1,869
+227
+14% +$238K ﹤0.01% 699
2021
Q4 		$1.67M Buy
1,642
+8
+0.5% +$8.45K ﹤0.01% 748
2021
Q3 		$1.75M Sell
1,634
-3
-0.2% -$3.35K ﹤0.01% 726
2021
Q2 		$1.88M Sell
1,637
-77
-4% -$89.9K ﹤0.01% 705
2021
Q1 		$1.91M Buy
1,714
+221
+15% +$247K ﹤0.01% 754
2020
Q4 		$1.49M Sell
1,493
-185
-11% -$174K ﹤0.01% 779
2020
Q3 		$1.31M Hold
1,678
– – ﹤0.01% 706
2020
Q2 		$1.49M Buy
1,678
+131
+8% +$118K ﹤0.01% 599
2020
Q1 		$1.41M Buy
1,547
+248
+19% +$257K 0.01% 534
2019
Q4 		$1.45M Hold
1,299
– – ﹤0.01% 637
2019
Q3 		$1.4M Sell
1,299
-14
-1% -$14.9K ﹤0.01% 613
2019
Q2 		$1.34M Sell
1,313
-8
-0.6% -$7.7K ﹤0.01% 642
2019
Q1 		$1.22M Buy
1,321
+266
+25% +$241K ﹤0.01% 648
2018
Q4 		$905K Buy
1,055
+5
+0.5% +$4.46K ﹤0.01% 713
2018
Q3 		$982K Hold
1,050
– – ﹤0.01% 770
2018
Q2 		$952K Sell
1,050
-291
-22% -$256K ﹤0.01% 772
2018
Q1 		$1.1M Buy
1,341
+279
+26% +$230K ﹤0.01% 683
2017
Q4 		$904K Sell
1,062
-13
-1% -$11.4K ﹤0.01% 790
2017
Q3 		$921K Sell
1,075
-553
-34% -$475K ﹤0.01% 755
2017
Q2 		$1.41M Hold
1,628
– – 0.01% 551
2017
Q1 		$1.43M Buy
1,628
+281
+21% +$252K 0.01% 539
2016
Q4 		$1.13M Hold
1,347
– – 0.01% 584
2016
Q3 		$1.12M Buy
1,347
+7
+0.5% +$5.77K 0.01% 555
2016
Q2 		$1.13M Buy
1,340
+1,296
+2,945% +$1.06M 0.01% 487
2016
Q1 		$35K Hold
44
– – ﹤0.01% 2352
2015
Q4 		$32K Hold
44
– – ﹤0.01% 2487
2015
Q3 		$33K Buy
+44
New +$31.7K ﹤0.01% 2352
2015
Q2 		– Sell
-44
Closed -$30K – 3040
2015
Q1 		$30K Hold
44
– – ﹤0.01% 2415
2014
Q4 		$28K Sell
44
-101
-70% -$64.2K ﹤0.01% 2415
2014
Q3 		$91K Sell
145
-7
-5% -$4.37K ﹤0.01% 1543
2014
Q2 		$93K Buy
152
+108
+245% +$64.3K ﹤0.01% 1483
2014
Q1 		$26K Hold
44
– – ﹤0.01% 2226
2013
Q4 		$27K Buy
44
+42
+2,100% +$24.8K ﹤0.01% 2018
2013
Q3 		$1K Hold
2
– – ﹤0.01% 3124
2013
Q2 		$1K Buy
+2
New +$1.17K ﹤0.01% 2984

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

Creative Planning's WTM Position: Q2 2026 in Review

Creative Planning reduced its White Mountains Insurance (WTM) stake by 4.6% in Q2 2026, selling an estimated $402K and leaving 3,861 shares worth $8.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Creative Planning first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.9M in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Creative Planning held 3,861 shares of White Mountains Insurance worth $8.01M as of Q2 2026.
  • Creative Planning sold 188 White Mountains Insurance shares in Q2 2026, an estimated $402K.
  • White Mountains Insurance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1045 holding.
  • Creative Planning first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's White Mountains Insurance position peaked at $8.9M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.