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Equitable Trust’s White Mountains Insurance WTM Stock Holding History

Equitable Trust’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 		$502K Sell
242
-588
-71% -$1.26M 0.02% 320
2026
Q1 		$1.82M Sell
830
-10
-1% -$21.4K 0.08% 161
2025
Q4 		$1.75M Buy
840
+53
+7% +$104K 0.08% 168
2025
Q3 		$1.32M Hold
787
– – 0.06% 198
2025
Q2 		$1.41M Buy
787
+234
+42% +$416K 0.07% 186
2025
Q1 		$1.06M Buy
553
+72
+15% +$136K 0.06% 212
2024
Q4 		$936K Buy
481
+80
+20% +$151K 0.05% 236
2024
Q3 		$680K Buy
401
+58
+17% +$101K 0.04% 256
2024
Q2 		$623K Buy
343
+120
+54% +$212K 0.04% 260
2024
Q1 		$400K Buy
223
+7
+3% +$11.7K 0.03% 336
2023
Q4 		$325K Hold
216
– – 0.02% 346
2023
Q3 		$323K Hold
216
– – 0.03% 330
2023
Q2 		$300K Buy
216
+66
+44% +$92.9K 0.02% 338
2023
Q1 		$207K Hold
150
– – 0.02% 383
2022
Q4 		$212K Buy
+150
New +$203K 0.02% 373

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

Equitable Trust's WTM Position: Q2 2026 in Review

Equitable Trust reduced its White Mountains Insurance (WTM) stake by 71% in Q2 2026, selling an estimated $1.26M and leaving 242 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #320.

Equitable Trust first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Equitable Trust held 242 shares of White Mountains Insurance worth $502K as of Q2 2026.
  • Equitable Trust sold 588 White Mountains Insurance shares in Q2 2026, an estimated $1.26M.
  • White Mountains Insurance made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #320 holding.
  • Equitable Trust first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
  • Equitable Trust's White Mountains Insurance position peaked at $1.82M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.