Douglass Winthrop Advisors’s White Mountains Insurance WTM Stock Holding History

Douglass Winthrop Advisors’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	$311K	Hold	150	–	–	0.01%	270
2026 Q1	$330K	Hold	150	–	–	0.01%	254
2025 Q4	$312K	Hold	150	–	–	0.01%	269
2025 Q3	$251K	Sell	150 -5	-3%	-$8.92K	﹤0.01%	279
2025 Q2	$278K	Sell	155 -36	-19%	-$64K	0.01%	248
2025 Q1	$368K	Buy	+191	New	+$360K	0.01%	219
2020 Q4	–	Sell	-600	Closed	-$467K	–	272
2020 Q3	$467K	Hold	600	–	–	0.02%	179
2020 Q2	$533K	Sell	600 -91	-13%	-$82K	0.02%	157
2020 Q1	$629K	Sell	691 -28	-4%	-$29K	0.03%	125
2019 Q4	$802K	Hold	719	–	–	0.03%	142
2019 Q3	$777K	Buy	+719	New	+$767K	0.03%	140

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Douglass Winthrop Advisors's WTM Position: Q2 2026 in Review

Douglass Winthrop Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 150 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #270.

Douglass Winthrop Advisors first reported a position in WTM in Q3 2019 and has held it in 11 quarters since. The position peaked at $802K in Q4 2019. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Douglass Winthrop Advisors held 150 shares of White Mountains Insurance worth $311K as of Q2 2026.
Douglass Winthrop Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #270 holding.
Douglass Winthrop Advisors first reported a position in White Mountains Insurance in Q3 2019 and has held it in 11 quarters since.
Douglass Winthrop Advisors's White Mountains Insurance position peaked at $802K in Q4 2019.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.