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Custom Index Systems’s White Mountains Insurance WTM Stock Holding History

Custom Index Systems’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 		$124K Sell
60
-36
-38% -$77K 0.04% 286
2026
Q1 		$211K Buy
+96
New +$206K 0.09% 239
2025
Q2 		– Sell
-104
Closed -$200K – 297
2025
Q1 		$200K Buy
+104
New +$196K 0.1% 267

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

Custom Index Systems's WTM Position: Q2 2026 in Review

Custom Index Systems reduced its White Mountains Insurance (WTM) stake by 38% in Q2 2026, selling an estimated $77K and leaving 60 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #286.

Custom Index Systems first reported a position in WTM in Q1 2025 and has held it in 3 quarters since. The position peaked at $211K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Custom Index Systems held 60 shares of White Mountains Insurance worth $124K as of Q2 2026.
  • Custom Index Systems sold 36 White Mountains Insurance shares in Q2 2026, an estimated $77K.
  • White Mountains Insurance made up 0.04% of Custom Index Systems's portfolio in Q2 2026, its #286 holding.
  • Custom Index Systems first reported a position in White Mountains Insurance in Q1 2025 and has held it in 3 quarters since.
  • Custom Index Systems's White Mountains Insurance position peaked at $211K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.