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CreativeOne Wealth’s White Mountains Insurance WTM Stock Holding History

CreativeOne 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 		– Sell
-150
Closed -$330K – 1284
2026
Q1 		$330K Hold
150
– – 0.01% 947
2025
Q4 		$312K Hold
150
– – 0.01% 935
2025
Q3 		$251K Buy
150
+2
+1% +$3.57K 0.01% 1020
2025
Q2 		$266K Hold
148
– – 0.01% 967
2025
Q1 		$285K Hold
148
– – 0.01% 885
2024
Q4 		$288K Hold
148
– – 0.01% 897
2024
Q3 		$251K Sell
148
-180
-55% -$314K 0.01% 832
2024
Q2 		$596K Buy
+328
New +$580K 0.03% 436

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

CreativeOne Wealth's WTM Position: Q2 2026 in Review

CreativeOne Wealth sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 150 shares — an estimated $330K sold.

CreativeOne Wealth first reported a position in WTM in Q2 2024 and held it in 8 quarters. The position peaked at $596K in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • CreativeOne Wealth reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 150 White Mountains Insurance shares in Q2 2026, an estimated $330K.
  • CreativeOne Wealth first reported a position in White Mountains Insurance in Q2 2024 and held it in 8 quarters.
  • CreativeOne Wealth's White Mountains Insurance position peaked at $596K in Q2 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.