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Global Retirement Partners’s White Mountains Insurance WTM Stock Holding History

Global Retirement 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 		$176K Buy
+85
New +$182K ﹤0.01% 1658
2025
Q4 		$806K Buy
388
+45
+13% +$88K 0.01% 733
2025
Q3 		$573K Buy
343
+15
+5% +$26.8K 0.01% 725
2025
Q2 		$589K Buy
+328
New +$583K 0.01% 656
2024
Q4 		$510K Buy
262
+58
+28% +$110K 0.01% 631
2024
Q3 		$346K Buy
204
+112
+122% +$195K 0.01% 743
2024
Q2 		$167K Buy
+92
New +$163K 0.01% 959

Other funds holding WTM

Dimensional Fund Advisors
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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 Retirement Partners's WTM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 85 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTM as recently as Q4 2025.

Global Retirement Partners first reported a position in WTM in Q2 2024 and has held it in 7 quarters since. The position peaked at $806K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Global Retirement Partners held 85 shares of White Mountains Insurance worth $176K as of Q2 2026.
  • White Mountains Insurance was a new Global Retirement Partners position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1658 holding.
  • Global Retirement Partners first reported a position in White Mountains Insurance in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's White Mountains Insurance position peaked at $806K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.