JFS Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

JFS Wealth Advisors’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	$12.4K	Hold	6	–	–	﹤0.01%	919
2026 Q1	$13.2K	Hold	6	–	–	﹤0.01%	852
2025 Q4	$12.5K	Buy	6 +1	+20%	+$1.96K	﹤0.01%	905
2025 Q3	$8.36K	Hold	5	–	–	﹤0.01%	951
2025 Q2	$8.98K	Hold	5	–	–	﹤0.01%	901
2025 Q1	$9.63K	Hold	5	–	–	﹤0.01%	890
2024 Q4	$9.73K	Hold	5	–	–	﹤0.01%	860
2024 Q3	$8.48K	Hold	5	–	–	﹤0.01%	913
2024 Q2	$9.09K	Hold	5	–	–	﹤0.01%	824
2024 Q1	$8.97K	Hold	5	–	–	﹤0.01%	851
2023 Q4	$7.53K	Hold	5	–	–	﹤0.01%	888
2023 Q3	$7.48K	Hold	5	–	–	﹤0.01%	826
2023 Q2	$6.95K	Hold	5	–	–	﹤0.01%	871
2023 Q1	$6.89K	Hold	5	–	–	﹤0.01%	865
2022 Q4	$7.07K	Sell	5 -1	-17%	-$1.35K	﹤0.01%	851
2022 Q3	$8K	Hold	6	–	–	﹤0.01%	831
2022 Q2	$7K	Buy	6 +4	+200%	+$4.65K	﹤0.01%	906
2022 Q1	$2K	Buy	2 +1	+100%	+$1.05K	﹤0.01%	1523
2021 Q4	$1K	Buy	+1	New	+$1.06K	﹤0.01%	1621

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

JFS Wealth Advisors's WTM Position: Q2 2026 in Review

JFS Wealth Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 6 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

JFS Wealth Advisors first reported a position in WTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

JFS Wealth Advisors held 6 shares of White Mountains Insurance worth $12.4K as of Q2 2026.
JFS Wealth Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #919 holding.
JFS Wealth Advisors first reported a position in White Mountains Insurance in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's White Mountains Insurance position peaked at $13.2K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.