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Gladstone Institutional Advisory’s White Mountains Insurance WTM Stock Holding History

Gladstone Institutional Advisory’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 		$207K Sell
100
-1
-1% -$2.14K 0.01% 858
2026
Q1 		$222K Buy
101
+1
+1% +$2.14K 0.01% 771
2025
Q4 		$208K Buy
+100
New +$196K 0.01% 747

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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

Gladstone Institutional Advisory's WTM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its White Mountains Insurance (WTM) stake by 0.99% in Q2 2026, selling an estimated $2.14K and leaving 100 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #858.

Gladstone Institutional Advisory first reported a position in WTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Gladstone Institutional Advisory held 100 shares of White Mountains Insurance worth $207K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #858 holding.
  • Gladstone Institutional Advisory first reported a position in White Mountains Insurance in Q4 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's White Mountains Insurance position peaked at $222K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.