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 Q3	$334K	Buy	166 +24	+17%	+$50.8K	﹤0.01%	2868
2026 Q2	$295K	Buy	142 +20	+16%	+$42.8K	﹤0.01%	2791
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 $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $33.4B AUM 56.97% 1-Year Est. Return

Cannell & Spears New York $5.5B AUM 28.72% 1-Year Est. Return

Kestra Advisory Services's WTM Position: Q3 2026 in Review

Kestra Advisory Services increased its White Mountains Insurance (WTM) stake by 17% in Q3 2026, buying an estimated $50.8K and bringing the position to 166 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Kestra Advisory Services first reported a position in WTM in Q4 2022 and has held it in 8 quarters since. The position peaked at $356K in Q4 2025. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Kestra Advisory Services held 166 shares of White Mountains Insurance worth $334K as of Q3 2026.
Kestra Advisory Services bought 24 White Mountains Insurance shares in Q3 2026, an estimated $50.8K.
White Mountains Insurance made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2868 holding.
Kestra Advisory Services first reported a position in White Mountains Insurance in Q4 2022 and has held it in 8 quarters since.
Kestra Advisory Services's White Mountains Insurance position peaked at $356K in Q4 2025.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.