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Freestone Grove Partners’s White Mountains Insurance WTM Stock Holding History

Freestone Grove Partners’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 		$498K Buy
+240
New +$514K ﹤0.01% 673
2025
Q4 		– Sell
-144
Closed -$241K – 977
2025
Q3 		$241K Buy
+144
New +$257K ﹤0.01% 644

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RRAM
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Vanguard Portfolio Management
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Vanguard Capital Management
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Fuller & Thaler Asset Management
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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

Freestone Grove Partners's WTM Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 240 shares worth $498K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in WTM as recently as Q3 2025.

Freestone Grove Partners first reported a position in WTM in Q3 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Freestone Grove Partners held 240 shares of White Mountains Insurance worth $498K as of Q2 2026.
  • White Mountains Insurance was a new Freestone Grove Partners position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #673 holding.
  • Freestone Grove Partners first reported a position in White Mountains Insurance in Q3 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.