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Global Assets Advisory’s White Mountains Insurance WTM Stock Holding History

Global Assets 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 		– Sell
-15
Closed -$33K – 563
2026
Q1 		$33K Buy
+15
New +$32.1K 0.01% 472
2024
Q2 		– Sell
-76
Closed -$135K – 530
2024
Q1 		$135K Buy
+76
New +$127K 0.08% 167

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

Global Assets Advisory's WTM Position: Q2 2026 in Review

Global Assets Advisory sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 15 shares — an estimated $33K sold.

Global Assets Advisory first reported a position in WTM in Q1 2024 and held it in 2 quarters. The position peaked at $135K in Q1 2024. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Global Assets Advisory reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 15 White Mountains Insurance shares in Q2 2026, an estimated $33K.
  • Global Assets Advisory first reported a position in White Mountains Insurance in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's White Mountains Insurance position peaked at $135K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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