FFA
WTM icon

Farther Finance Advisors’s White Mountains Insurance WTM Stock Holding History

Farther Finance 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 		$1.5M Buy
723
+67
+10% +$143K 0.01% 874
2026
Q1 		$1.43M Buy
656
+86
+15% +$184K 0.01% 800
2025
Q4 		$1.18M Buy
570
+94
+20% +$184K 0.01% 798
2025
Q3 		$796K Buy
476
+8
+2% +$14.3K 0.01% 844
2025
Q2 		$840K Buy
468
+76
+19% +$135K 0.02% 673
2025
Q1 		$746K Buy
392
+225
+135% +$424K 0.02% 623
2024
Q4 		$325K Buy
167
+33
+25% +$62.4K 0.01% 771
2024
Q3 		$227K Sell
134
-9
-6% -$15.7K 0.01% 943
2024
Q2 		$252K Buy
143
+3
+2% +$5.31K 0.01% 740
2024
Q1 		$248K Buy
140
+3
+2% +$5.03K 0.02% 615
2023
Q4 		$206K Buy
137
+8
+6% +$11.9K 0.01% 544
2023
Q3 		$193K Buy
129
+91
+239% +$140K 0.03% 397
2023
Q2 		$52.8K Buy
+38
New +$53.5K 0.01% 651

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

Farther Finance Advisors's WTM Position: Q2 2026 in Review

Farther Finance Advisors increased its White Mountains Insurance (WTM) stake by 10% in Q2 2026, buying an estimated $143K and bringing the position to 723 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #874.

Farther Finance Advisors first reported a position in WTM in Q2 2023 and has held it in 13 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Farther Finance Advisors held 723 shares of White Mountains Insurance worth $1.5M as of Q2 2026.
  • Farther Finance Advisors bought 67 White Mountains Insurance shares in Q2 2026, an estimated $143K.
  • White Mountains Insurance made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #874 holding.
  • Farther Finance Advisors first reported a position in White Mountains Insurance in Q2 2023 and has held it in 13 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.