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HUB Investment Partners’s White Mountains Insurance WTM Stock Holding History

HUB Investment 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 		$352K Buy
170
+20
+13% +$42.8K 0.01% 916
2026
Q1 		$330K Buy
150
+4
+3% +$8.56K 0.01% 757
2025
Q4 		$303K Sell
146
-14
-9% -$27.4K 0.01% 665
2025
Q3 		$267K Buy
+160
New +$285K 0.01% 583

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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

HUB Investment Partners's WTM Position: Q2 2026 in Review

HUB Investment Partners increased its White Mountains Insurance (WTM) stake by 13% in Q2 2026, buying an estimated $42.8K and bringing the position to 170 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #916.

HUB Investment Partners first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • HUB Investment Partners held 170 shares of White Mountains Insurance worth $352K as of Q2 2026.
  • HUB Investment Partners bought 20 White Mountains Insurance shares in Q2 2026, an estimated $42.8K.
  • White Mountains Insurance made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #916 holding.
  • HUB Investment Partners first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.