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Keating Financial Advisory Services’s White Mountains Insurance WTM Stock Holding History

Keating Financial Advisory Services’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 		$43.5K Hold
21
– – 0.01% 719
2026
Q1 		$46.1K Hold
21
– – 0.01% 631
2025
Q4 		$43.6K Buy
+21
New +$41.1K 0.01% 680

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BlackRock
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RRAM
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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Keating Financial Advisory Services's WTM Position: Q2 2026 in Review

Keating Financial Advisory Services held its White Mountains Insurance (WTM) position steady in Q2 2026 at 21 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #719.

Keating Financial Advisory Services first reported a position in WTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.1K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Keating Financial Advisory Services held 21 shares of White Mountains Insurance worth $43.5K as of Q2 2026.
  • Keating Financial Advisory Services left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #719 holding.
  • Keating Financial Advisory Services first reported a position in White Mountains Insurance in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's White Mountains Insurance position peaked at $46.1K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.