Edgestream Partners’s White Mountains Insurance WTM Stock Holding History

Edgestream Partners’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	$13.6M	Buy	6,578 +3,448	+110%	+$7.38M	0.41%	14
2026 Q1	$6.88M	Buy	3,130 +2,601	+492%	+$5.57M	0.23%	132
2025 Q4	$1.1M	Sell	529 -842	-61%	-$1.65M	0.03%	673
2025 Q3	$2.29M	Sell	1,371 -6,438	-82%	-$11.5M	0.07%	493
2025 Q2	$14M	Buy	7,809 +4,269	+121%	+$7.59M	0.39%	15
2025 Q1	$6.82M	Buy	+3,540	New	+$6.66M	0.23%	133
2024 Q4	–	Sell	-4,472	Closed	-$7.59M	–	1127
2024 Q3	$7.59M	Buy	+4,472	New	+$7.8M	0.33%	38
2024 Q1	–	Sell	-1,810	Closed	-$2.72M	–	1044
2023 Q4	$2.72M	Buy	1,810 +1,421	+365%	+$2.11M	0.2%	165
2023 Q3	$582K	Sell	389 -133	-25%	-$204K	0.05%	555
2023 Q2	$725K	Buy	+522	New	+$735K	0.07%	445

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

Edgestream Partners's WTM Position: Q2 2026 in Review

Edgestream Partners increased its White Mountains Insurance (WTM) stake by 110% in Q2 2026, buying an estimated $7.38M and bringing the position to 6,578 shares worth $13.6M. The position accounts for 0.41% of the portfolio, ranked #14.

Edgestream Partners first reported a position in WTM in Q2 2023 and has held it in 10 quarters since. The position peaked at $14M in Q2 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Edgestream Partners held 6,578 shares of White Mountains Insurance worth $13.6M as of Q2 2026.
Edgestream Partners bought 3,448 White Mountains Insurance shares in Q2 2026, an estimated $7.38M.
White Mountains Insurance made up 0.41% of Edgestream Partners's portfolio in Q2 2026, its #14 holding.
Edgestream Partners first reported a position in White Mountains Insurance in Q2 2023 and has held it in 10 quarters since.
Edgestream Partners's White Mountains Insurance position peaked at $14M in Q2 2025.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.