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Crossmark Global Holdings’s White Mountains Insurance WTM Stock Holding History

Crossmark Global Holdings’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 		– Sell
-137
Closed -$285K – 1293
2025
Q4 		$285K Buy
+137
New +$268K ﹤0.01% 1045
2025
Q3 		– Sell
-158
Closed -$284K – 1356
2025
Q2 		$284K Buy
158
+37
+31% +$65.8K ﹤0.01% 1127
2025
Q1 		$233K Buy
+121
New +$228K ﹤0.01% 1199

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Crossmark Global Holdings's WTM Position: Q1 2026 in Review

Crossmark Global Holdings sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 137 shares — an estimated $285K sold.

Crossmark Global Holdings first reported a position in WTM in Q1 2025 and held it in 3 quarters. The position peaked at $285K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Crossmark Global Holdings reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 137 White Mountains Insurance shares in Q1 2026, an estimated $285K.
  • Crossmark Global Holdings first reported a position in White Mountains Insurance in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's White Mountains Insurance position peaked at $285K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Crossmark Global Holdings's 13F filing for Q1 2026, filed 11 May 2026.