Jones Financial Companies
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Jones Financial Companies’s White Mountains Insurance WTM Stock Holding History

Jones Financial Companies’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 		$126K Buy
60
+44
+275% +$94.2K ﹤0.01% 2765
2026
Q1 		$34.5K Buy
16
+1
+7% +$2.14K ﹤0.01% 3084
2025
Q4 		$31.2K Buy
15
+4
+36% +$7.82K ﹤0.01% 2744
2025
Q3 		$18.9K Sell
11
-8
-42% -$14.3K ﹤0.01% 2830
2025
Q2 		$33.9K Buy
19
+9
+90% +$16K ﹤0.01% 2380
2025
Q1 		$19K Buy
+10
New +$18.8K ﹤0.01% 2448

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

Jones Financial Companies's WTM Position: Q2 2026 in Review

Jones Financial Companies increased its White Mountains Insurance (WTM) stake by 275% in Q2 2026, buying an estimated $94.2K and bringing the position to 60 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Jones Financial Companies first reported a position in WTM in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Jones Financial Companies held 60 shares of White Mountains Insurance worth $126K as of Q2 2026.
  • Jones Financial Companies bought 44 White Mountains Insurance shares in Q2 2026, an estimated $94.2K.
  • White Mountains Insurance made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2765 holding.
  • Jones Financial Companies first reported a position in White Mountains Insurance in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.