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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
Q3 		$1.45M Hold
723
– – 0.01% 936
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's WTM Position: Q3 2026 in Review

Farther Finance Advisors held its White Mountains Insurance (WTM) position steady in Q3 2026 at 723 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #936.

Farther Finance Advisors first reported a position in WTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2026. 12 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Farther Finance Advisors held 723 shares of White Mountains Insurance worth $1.45M as of Q3 2026.
  • Farther Finance Advisors left its White Mountains Insurance share count unchanged in Q3 2026.
  • White Mountains Insurance made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #936 holding.
  • Farther Finance Advisors first reported a position in White Mountains Insurance in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's White Mountains Insurance position peaked at $1.5M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.