Forum Financial Management’s White Mountains Insurance WTM Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,016	Closed	-$4.19M	–	997
2025 Q4	$4.19M	Hold	2,016	–	–	0.05%	74
2025 Q3	$3.37M	Hold	2,016	–	–	0.05%	88
2025 Q2	$3.62M	Buy	2,016 +353	+21%	+$628K	0.06%	74
2025 Q1	$3.2M	Buy	1,663 +289	+21%	+$544K	0.05%	78
2024 Q4	$2.67M	Buy	1,374 +176	+15%	+$333K	0.04%	88
2024 Q3	$2.03M	Hold	1,198	–	–	0.03%	105
2024 Q2	$2.18M	Hold	1,198	–	–	0.04%	88
2024 Q1	$2.15M	Hold	1,198	–	–	0.04%	103
2023 Q4	$1.8M	Buy	1,198 +87	+8%	+$129K	0.03%	98
2023 Q3	$1.66M	Buy	1,111 +19	+2%	+$29.2K	0.04%	102
2023 Q2	$1.52M	Buy	1,092 +89	+9%	+$125K	0.03%	110
2023 Q1	$1.38M	Buy	1,003 +79	+9%	+$113K	0.04%	110
2022 Q4	$1.31M	Hold	924	–	–	0.04%	106
2022 Q3	$1.2M	Hold	924	–	–	0.06%	96
2022 Q2	$1.15M	Buy	924 +214	+30%	+$249K	0.06%	109
2022 Q1	$806K	Buy	710 +104	+17%	+$109K	0.04%	158
2021 Q4	$614K	Buy	+606	New	+$640K	0.03%	206

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

RRAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Forum Financial Management's WTM Position: Q1 2026 in Review

Forum Financial Management sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 2,016 shares — an estimated $4.19M sold.

Forum Financial Management first reported a position in WTM in Q4 2021 and held it in 17 quarters. The position peaked at $4.19M in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Forum Financial Management reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,016 White Mountains Insurance shares in Q1 2026, an estimated $4.19M.
Forum Financial Management first reported a position in White Mountains Insurance in Q4 2021 and held it in 17 quarters.
Forum Financial Management's White Mountains Insurance position peaked at $4.19M in Q4 2025.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.