Focus Partners Wealth
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Focus Partners Wealth’s White Mountains Insurance WTM Stock Holding History

Focus Partners Wealth’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
Q1 		$3.82M Sell
1,129
-481
-30% -$1.03M ﹤0.01% 1037
2025
Q4 		$3.1M Buy
1,610
+257
+19% +$503K ﹤0.01% 1143
2025
Q3 		$2.26M Sell
1,353
-243
-15% -$434K ﹤0.01% 980
2025
Q2 		$2.87M Buy
1,596
+249
+18% +$443K 0.01% 809
2025
Q1 		$2.59M Sell
1,347
-41
-3% -$77.2K 0.01% 783
2024
Q4 		$2.7M Buy
1,388
+15
+1% +$28.3K 0.01% 775
2024
Q3 		$2.33M Buy
+1,373
New +$2.39M 0.01% 740

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Focus Partners Wealth's WTM Position: Q1 2026 in Review

Focus Partners Wealth reduced its White Mountains Insurance (WTM) stake by 30% in Q1 2026, selling an estimated $1.03M and leaving 1,129 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Focus Partners Wealth first reported a position in WTM in Q3 2024 and has held it in 7 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Focus Partners Wealth held 1,129 shares of White Mountains Insurance worth $3.82M as of Q1 2026.
  • Focus Partners Wealth sold 481 White Mountains Insurance shares in Q1 2026, an estimated $1.03M.
  • White Mountains Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1037 holding.
  • Focus Partners Wealth first reported a position in White Mountains Insurance in Q3 2024 and has held it in 7 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.