Folger Nolan Fleming Douglas Capital Management’s White Mountains Insurance WTM Stock Holding History

Folger Nolan Fleming Douglas Capital Management’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	$413K	Hold	199	–	–	0.03%	135
2026 Q1	$437K	Hold	199	–	–	0.04%	134
2025 Q4	$414K	Hold	199	–	–	0.04%	124
2025 Q3	$333K	Hold	199	–	–	0.03%	139
2025 Q2	$357K	Hold	199	–	–	0.04%	128
2025 Q1	$383K	Hold	199	–	–	0.04%	127
2024 Q4	$387K	Hold	199	–	–	0.04%	128
2024 Q3	$338K	Hold	199	–	–	0.03%	135
2024 Q2	$362K	Hold	199	–	–	0.04%	131
2024 Q1	$357K	Hold	199	–	–	0.04%	133
2023 Q4	$299K	Hold	199	–	–	0.03%	139
2023 Q3	$298K	Hold	199	–	–	0.03%	133
2023 Q2	$276K	Hold	199	–	–	0.03%	143
2023 Q1	$274K	Hold	199	–	–	0.03%	138
2022 Q4	$281K	Hold	199	–	–	0.03%	138
2022 Q3	$259K	Hold	199	–	–	0.04%	136
2022 Q2	$248K	Hold	199	–	–	0.03%	140
2022 Q1	$226K	Hold	199	–	–	0.03%	157
2021 Q4	$202K	Hold	199	–	–	0.02%	160
2021 Q3	$213K	Hold	199	–	–	0.03%	149
2021 Q2	$228K	Hold	199	–	–	0.03%	151
2021 Q1	$222K	Buy	+199	New	+$223K	0.03%	148
2020 Q1	–	Sell	-199	Closed	-$222K	–	163
2019 Q4	$222K	Hold	199	–	–	0.03%	148
2019 Q3	$215K	Hold	199	–	–	0.03%	148
2019 Q2	$203K	Buy	+199	New	+$191K	0.03%	164

Other funds holding WTM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $206M AUM

Folger Nolan Fleming Douglas Capital Management's WTM Position: Q2 2026 in Review

Folger Nolan Fleming Douglas Capital Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 199 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #135.

Folger Nolan Fleming Douglas Capital Management first reported a position in WTM in Q2 2019 and has held it in 25 quarters since. The position peaked at $437K in Q1 2026. 36 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Folger Nolan Fleming Douglas Capital Management held 199 shares of White Mountains Insurance worth $413K as of Q2 2026.
Folger Nolan Fleming Douglas Capital Management left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.03% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q2 2026, its #135 holding.
Folger Nolan Fleming Douglas Capital Management first reported a position in White Mountains Insurance in Q2 2019 and has held it in 25 quarters since.
Folger Nolan Fleming Douglas Capital Management's White Mountains Insurance position peaked at $437K in Q1 2026.
36 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.