Kestra Advisory Services’s White Mountains Insurance WTM Stock Holding History

Kestra 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 Q1	$268K	Sell	122 -49	-29%	-$105K	﹤0.01%	2721
2025 Q4	$356K	Buy	171 +22	+15%	+$43K	﹤0.01%	2394
2025 Q3	$250K	Buy	149 +21	+16%	+$37.5K	﹤0.01%	2588
2025 Q2	$231K	Buy	128 +12	+10%	+$21.3K	﹤0.01%	2559
2025 Q1	$223K	Buy	+116	New	+$218K	﹤0.01%	2399
2023 Q1	–	Sell	-198	Closed	-$280K	–	2322
2022 Q4	$280K	Buy	+198	New	+$268K	﹤0.01%	1790
2020 Q3	–	Hold	0	–	–	–	1058

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Kestra Advisory Services's WTM Position: Q1 2026 in Review

Kestra Advisory Services reduced its White Mountains Insurance (WTM) stake by 29% in Q1 2026, selling an estimated $105K and leaving 122 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Kestra Advisory Services first reported a position in WTM in Q4 2022 and has held it in 6 quarters since. The position peaked at $356K in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Kestra Advisory Services held 122 shares of White Mountains Insurance worth $268K as of Q1 2026.
Kestra Advisory Services sold 49 White Mountains Insurance shares in Q1 2026, an estimated $105K.
White Mountains Insurance made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2721 holding.
Kestra Advisory Services first reported a position in White Mountains Insurance in Q4 2022 and has held it in 6 quarters since.
Kestra Advisory Services's White Mountains Insurance position peaked at $356K in Q4 2025.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.