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
Q2 		$3.22M Buy
1,553
+424
+38% +$907K ﹤0.01% 1146
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 $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

Focus Partners Wealth's WTM Position: Q2 2026 in Review

Focus Partners Wealth increased its White Mountains Insurance (WTM) stake by 38% in Q2 2026, buying an estimated $907K and bringing the position to 1,553 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Focus Partners Wealth first reported a position in WTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.82M in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Focus Partners Wealth held 1,553 shares of White Mountains Insurance worth $3.22M as of Q2 2026.
  • Focus Partners Wealth bought 424 White Mountains Insurance shares in Q2 2026, an estimated $907K.
  • White Mountains Insurance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1146 holding.
  • Focus Partners Wealth first reported a position in White Mountains Insurance in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's White Mountains Insurance position peaked at $3.82M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.