Creative Planning
WTM icon

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
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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Creative Planning's WTM Position: Q1 2026 in Review

Creative Planning increased its White Mountains Insurance (WTM) stake by 19% in Q1 2026, buying an estimated $1.36M and bringing the position to 4,049 shares worth $8.9M. The position accounts for 0.01% of the portfolio, ranked #773.

Creative Planning first reported a position in WTM in Q2 2013 and has held it in 51 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Creative Planning held 4,049 shares of White Mountains Insurance worth $8.9M as of Q1 2026.
  • Creative Planning bought 634 White Mountains Insurance shares in Q1 2026, an estimated $1.36M.
  • White Mountains Insurance made up 0.01% of Creative Planning's portfolio in Q1 2026, its #773 holding.
  • Creative Planning first reported a position in White Mountains Insurance in Q2 2013 and has held it in 51 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.