Frank Rimerman Advisors’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$367K Sell
177
-1
-0.6% -$2.14K 0.02% 471
2026
Q1
$391K Hold
178
0.03% 432
2025
Q4
$370K Buy
178
+1
+0.6% +$1.96K 0.02% 453
2025
Q3
$296K Hold
177
0.02% 487
2025
Q2
$318K Sell
177
-5
-3% -$8.89K 0.02% 440
2025
Q1
$350K Buy
182
+5
+3% +$9.41K 0.03% 381
2024
Q4
$344K Hold
177
0.03% 383
2024
Q3
$300K Hold
177
0.02% 420
2024
Q2
$322K Buy
+177
New +$313K 0.02% 433

Other funds holding WTM

Frank Rimerman Advisors's WTM Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its White Mountains Insurance (WTM) stake by 0.56% in Q2 2026, selling an estimated $2.14K and leaving 177 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #471.

Frank Rimerman Advisors first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $391K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Frank Rimerman Advisors held 177 shares of White Mountains Insurance worth $367K as of Q2 2026.
  • Frank Rimerman Advisors sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #471 holding.
  • Frank Rimerman Advisors first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • Frank Rimerman Advisors's White Mountains Insurance position peaked at $391K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.