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

Kestra Advisory Services's WTM Position: Q2 2026 in Review

Kestra Advisory Services increased its White Mountains Insurance (WTM) stake by 16% in Q2 2026, buying an estimated $42.8K and bringing the position to 142 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Kestra Advisory Services first reported a position in WTM in Q4 2022 and has held it in 7 quarters since. The position peaked at $356K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

• Kestra Advisory Services held 142 shares of White Mountains Insurance worth $295K as of Q2 2026.
• Kestra Advisory Services bought 20 White Mountains Insurance shares in Q2 2026, an estimated $42.8K.
• White Mountains Insurance made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2791 holding.
• Kestra Advisory Services first reported a position in White Mountains Insurance in Q4 2022 and has held it in 7 quarters since.
• Kestra Advisory Services's White Mountains Insurance position peaked at $356K in Q4 2025.
• 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.