DAM
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Delta Asset Management’s White Mountains Insurance WTM Stock Holding History

Delta Asset Management’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 		$39.4K Hold
19
– – ﹤0.01% 294
2026
Q1 		$41.7K Hold
19
– – ﹤0.01% 290
2025
Q4 		$39.5K Hold
19
– – ﹤0.01% 298
2025
Q3 		$31.8K Hold
19
– – ﹤0.01% 324
2025
Q2 		$34.1K Hold
19
– – ﹤0.01% 306
2025
Q1 		$36.6K Hold
19
– – ﹤0.01% 292
2024
Q4 		$37K Hold
19
– – ﹤0.01% 300
2024
Q3 		$32.2K Hold
19
– – ﹤0.01% 316
2024
Q2 		$34.5K Hold
19
– – ﹤0.01% 304
2024
Q1 		$34.1K Hold
19
– – ﹤0.01% 303
2023
Q4 		$28.6K Hold
19
– – ﹤0.01% 318
2023
Q3 		$28.4K Hold
19
– – ﹤0.01% 313
2023
Q2 		$26.4K Hold
19
– – ﹤0.01% 326
2023
Q1 		$26.2K Hold
19
– – ﹤0.01% 309
2022
Q4 		$26.9K Buy
+19
New +$25.7K ﹤0.01% 296

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

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

Delta Asset Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 19 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Delta Asset Management first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.7K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Delta Asset Management held 19 shares of White Mountains Insurance worth $39.4K as of Q2 2026.
  • Delta Asset Management left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #294 holding.
  • Delta Asset Management first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Delta Asset Management's White Mountains Insurance position peaked at $41.7K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.