Cresset Asset Management’s White Mountains Insurance WTM Stock Holding History

Cresset Asset Management's WTM Position: Q2 2026 in Review

Cresset Asset Management reduced its White Mountains Insurance (WTM) stake by 19% in Q2 2026, selling an estimated $124K and leaving 241 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Cresset Asset Management first reported a position in WTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $926K in Q3 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

• Cresset Asset Management held 241 shares of White Mountains Insurance worth $500K as of Q2 2026.
• Cresset Asset Management sold 58 White Mountains Insurance shares in Q2 2026, an estimated $124K.
• White Mountains Insurance made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1161 holding.
• Cresset Asset Management first reported a position in White Mountains Insurance in Q2 2023 and has held it in 13 quarters since.
• Cresset Asset Management's White Mountains Insurance position peaked at $926K in Q3 2024.
• 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.