Financial Consulate’s White Mountains Insurance WTM Stock Holding History

Financial Consulate’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	$2.01K	Buy	+1	New	+$2.12K	﹤0.01%	1113

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Financial Consulate's WTM Position: Q3 2026 in Review

Financial Consulate opened a new position in White Mountains Insurance (WTM) in Q3 2026: 1 share worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

195 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Financial Consulate held 1 share of White Mountains Insurance worth $2.01K as of Q3 2026.
White Mountains Insurance was a new Financial Consulate position in Q3 2026.
White Mountains Insurance made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1113 holding.
195 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.