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BFC Planning, Inc.’s White Mountains Insurance WTM Stock Holding History

BFC Planning, Inc.’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 		$108K Buy
52
+39
+300% +$83.5K ﹤0.01% 1204
2026
Q1 		$28.6K Hold
13
– – ﹤0.01% 1561
2025
Q4 		$27K Hold
13
– – ﹤0.01% 1611
2025
Q3 		$21.7K Hold
13
– – ﹤0.01% 1532
2025
Q2 		$23.3K Buy
13
+1
+8% +$1.78K ﹤0.01% 1428
2025
Q1 		$23.1K Hold
12
– – ﹤0.01% 1405
2024
Q4 		$23.3K Buy
+12
New +$22.7K ﹤0.01% 1402

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BlackRock
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River Road Asset Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BFC Planning, Inc.'s WTM Position: Q2 2026 in Review

BFC Planning, Inc. increased its White Mountains Insurance (WTM) stake by 300% in Q2 2026, buying an estimated $83.5K and bringing the position to 52 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

BFC Planning, Inc. first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • BFC Planning, Inc. held 52 shares of White Mountains Insurance worth $108K as of Q2 2026.
  • BFC Planning, Inc. bought 39 White Mountains Insurance shares in Q2 2026, an estimated $83.5K.
  • White Mountains Insurance made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1204 holding.
  • BFC Planning, Inc. first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • 358 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.