Essex Savings Bank’s White Mountains Insurance WTM Stock Holding History

Essex Savings Bank’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	$570K	Hold	275	–	–	0.12%	164
2026 Q1	$604K	Hold	275	–	–	0.13%	144
2025 Q4	$571K	Sell	275 -9	-3%	-$17.6K	0.12%	152
2025 Q3	$475K	Hold	284	–	–	0.11%	162
2025 Q2	$510K	Hold	284	–	–	0.12%	156
2025 Q1	$547K	Hold	284	–	–	0.13%	140
2024 Q4	$552K	Hold	284	–	–	0.14%	139
2024 Q3	$482K	Hold	284	–	–	0.12%	154
2024 Q2	$516K	Hold	284	–	–	0.14%	135
2024 Q1	$427K	Hold	284	–	–	0.12%	150
2023 Q4	$427K	Buy	284 +15	+6%	+$22.3K	0.12%	149
2023 Q3	$402K	Hold	269	–	–	0.14%	136
2023 Q2	$374K	Hold	269	–	–	0.12%	141
2023 Q1	$371K	Hold	269	–	–	0.13%	146
2022 Q4	$380K	Sell	269 -28	-9%	-$37.9K	0.13%	145
2022 Q3	$387K	Buy	+297	New	+$384K	0.15%	129
2019 Q3	–	Sell	-30	Closed	-$31K	–	617
2019 Q2	$31K	Buy	30 +29	+2,900%	+$27.9K	0.01%	511
2019 Q1	$1K	Hold	1	–	–	﹤0.01%	651
2018 Q4	$1K	Buy	+1	New	+$891	﹤0.01%	657

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

Essex Savings Bank's WTM Position: Q2 2026 in Review

Essex Savings Bank held its White Mountains Insurance (WTM) position steady in Q2 2026 at 275 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #164.

Essex Savings Bank first reported a position in WTM in Q4 2018 and has held it in 19 quarters since. The position peaked at $604K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Essex Savings Bank held 275 shares of White Mountains Insurance worth $570K as of Q2 2026.
Essex Savings Bank left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.12% of Essex Savings Bank's portfolio in Q2 2026, its #164 holding.
Essex Savings Bank first reported a position in White Mountains Insurance in Q4 2018 and has held it in 19 quarters since.
Essex Savings Bank's White Mountains Insurance position peaked at $604K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.