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Eagle Bay Advisors’s White Mountains Insurance WTM Stock Holding History

Eagle Bay 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 		$226K Buy
109
+5
+5% +$10.7K 0.17% 128
2026
Q1 		$228K Buy
104
+13
+14% +$27.8K 0.2% 105
2025
Q4 		$189K Buy
+91
New +$178K 0.14% 124
2025
Q1 		– Sell
-53
Closed -$103K – 958
2024
Q4 		$103K Buy
+53
New +$100K 0.06% 202

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

Eagle Bay Advisors's WTM Position: Q2 2026 in Review

Eagle Bay Advisors increased its White Mountains Insurance (WTM) stake by 4.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 109 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #128.

Eagle Bay Advisors first reported a position in WTM in Q4 2024 and has held it in 4 quarters since. The position peaked at $228K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Eagle Bay Advisors held 109 shares of White Mountains Insurance worth $226K as of Q2 2026.
  • Eagle Bay Advisors bought 5 White Mountains Insurance shares in Q2 2026, an estimated $10.7K.
  • White Mountains Insurance made up 0.17% of Eagle Bay Advisors's portfolio in Q2 2026, its #128 holding.
  • Eagle Bay Advisors first reported a position in White Mountains Insurance in Q4 2024 and has held it in 4 quarters since.
  • Eagle Bay Advisors's White Mountains Insurance position peaked at $228K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.