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HB Wealth Management’s White Mountains Insurance WTM Stock Holding History

HB Wealth Management’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 		$309K Sell
149
-2
-1% -$4.28K ﹤0.01% 1362
2026
Q1 		$332K Buy
151
+21
+16% +$45K ﹤0.01% 1172
2025
Q4 		$270K Buy
130
+4
+3% +$7.82K ﹤0.01% 1193
2025
Q3 		$211K Buy
+126
New +$225K ﹤0.01% 1250
2025
Q2 		– Sell
-121
Closed -$233K – 1306
2025
Q1 		$233K Sell
121
-3
-2% -$5.65K ﹤0.01% 1075
2024
Q4 		$241K Buy
+124
New +$234K ﹤0.01% 904
2024
Q3 		– Sell
-116
Closed -$211K – 1023
2024
Q2 		$211K Hold
116
– – ﹤0.01% 830
2024
Q1 		$208K Buy
+116
New +$194K ﹤0.01% 787

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

HB Wealth Management's WTM Position: Q2 2026 in Review

HB Wealth Management reduced its White Mountains Insurance (WTM) stake by 1.3% in Q2 2026, selling an estimated $4.28K and leaving 149 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

HB Wealth Management first reported a position in WTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $332K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • HB Wealth Management held 149 shares of White Mountains Insurance worth $309K as of Q2 2026.
  • HB Wealth Management sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1362 holding.
  • HB Wealth Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 8 quarters since.
  • HB Wealth Management's White Mountains Insurance position peaked at $332K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.