Janney Montgomery Scott
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Janney Montgomery Scott’s White Mountains Insurance WTM Stock Holding History

Janney Montgomery Scott’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 		$987K Sell
476
-34
-7% -$72.8K ﹤0.01% 1938
2026
Q1 		$1.12M Buy
510
+28
+6% +$60K ﹤0.01% 1590
2025
Q4 		$1M Buy
482
+20
+4% +$39.1K ﹤0.01% 1724
2025
Q3 		$772K Buy
462
+16
+4% +$28.6K ﹤0.01% 1884
2025
Q2 		$801K Buy
446
+33
+8% +$58.7K ﹤0.01% 1730
2025
Q1 		$795K Buy
413
+56
+16% +$105K ﹤0.01% 1691
2024
Q4 		$694K Buy
357
+121
+51% +$229K ﹤0.01% 1795
2024
Q3 		$400K Buy
236
+20
+9% +$34.9K ﹤0.01% 2117
2024
Q2 		$393K Buy
216
+74
+52% +$131K ﹤0.01% 2061
2024
Q1 		$255K Buy
+142
New +$238K ﹤0.01% 2435

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

Janney Montgomery Scott's WTM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its White Mountains Insurance (WTM) stake by 6.7% in Q2 2026, selling an estimated $72.8K and leaving 476 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Janney Montgomery Scott first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Janney Montgomery Scott held 476 shares of White Mountains Insurance worth $987K as of Q2 2026.
  • Janney Montgomery Scott sold 34 White Mountains Insurance shares in Q2 2026, an estimated $72.8K.
  • White Mountains Insurance made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1938 holding.
  • Janney Montgomery Scott first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • Janney Montgomery Scott's White Mountains Insurance position peaked at $1.12M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.