KeyBank National Association
WTM icon

KeyBank National Association’s White Mountains Insurance WTM Stock Holding History

KeyBank National Association’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 		– Sell
-161
Closed -$354K – 1362
2026
Q1 		$354K Sell
161
-15
-9% -$32.1K ﹤0.01% 982
2025
Q4 		$366K Buy
176
+9
+5% +$17.6K ﹤0.01% 941
2025
Q3 		$279K Buy
167
+9
+6% +$16.1K ﹤0.01% 1020
2025
Q2 		$284K Sell
158
-25
-14% -$44.5K ﹤0.01% 1001
2025
Q1 		$352K Hold
183
– – ﹤0.01% 903
2024
Q4 		$356K Sell
183
-36
-16% -$68K ﹤0.01% 933
2024
Q3 		$371K Sell
219
-14
-6% -$24.4K ﹤0.01% 904
2024
Q2 		$423K Sell
233
-8
-3% -$14.2K ﹤0.01% 799
2024
Q1 		$432K Sell
241
-8
-3% -$13.4K ﹤0.01% 800
2023
Q4 		$375K Sell
249
-12
-5% -$17.8K ﹤0.01% 857
2023
Q3 		$390K Hold
261
– – ﹤0.01% 783
2023
Q2 		$363K Sell
261
-36
-12% -$50.7K ﹤0.01% 820
2023
Q1 		$409K Sell
297
-75
-20% -$108K ﹤0.01% 771
2022
Q4 		$526K Buy
372
+7
+2% +$9.48K ﹤0.01% 672
2022
Q3 		$476K Sell
365
-32
-8% -$41.4K ﹤0.01% 667
2022
Q2 		$495K Sell
397
-14
-3% -$16.3K ﹤0.01% 675
2022
Q1 		$467K Sell
411
-700
-63% -$733K ﹤0.01% 752
2021
Q4 		$1.13M Sell
1,111
-278
-20% -$294K ﹤0.01% 531
2021
Q3 		$1.49M Sell
1,389
-360
-21% -$402K 0.01% 446
2021
Q2 		$2.01M Buy
1,749
+433
+33% +$506K 0.01% 375
2021
Q1 		$1.47M Sell
1,316
-47
-3% -$52.6K 0.01% 448
2020
Q4 		$1.36M Buy
1,363
+15
+1% +$14.1K 0.01% 437
2020
Q3 		$1.05M Sell
1,348
-98
-7% -$84.7K 0.01% 466
2020
Q2 		$1.28M Buy
1,446
+38
+3% +$34.2K 0.01% 401
2020
Q1 		$1.28M Sell
1,408
-113
-7% -$117K 0.01% 368
2019
Q4 		$1.7M Sell
1,521
-35
-2% -$38.2K 0.01% 381
2019
Q3 		$1.68M Sell
1,556
-651
-29% -$694K 0.01% 375
2019
Q2 		$2.25M Sell
2,207
-95
-4% -$91.4K 0.01% 348
2019
Q1 		$2.13M Sell
2,302
-155
-6% -$140K 0.01% 349
2018
Q4 		$2.11M Sell
2,457
-20
-0.8% -$17.8K 0.01% 335
2018
Q3 		$2.32M Sell
2,477
-179
-7% -$166K 0.01% 332
2018
Q2 		$2.41M Buy
2,656
+1,726
+186% +$1.52M 0.01% 321
2018
Q1 		$765K Buy
930
+103
+12% +$85K ﹤0.01% 633
2017
Q4 		$704K Sell
827
-129
-13% -$113K ﹤0.01% 655
2017
Q3 		$819K Sell
956
-79
-8% -$67.9K ﹤0.01% 634
2017
Q2 		$899K Sell
1,035
-312
-23% -$271K 0.01% 633
2017
Q1 		$1.19M Sell
1,347
-314
-19% -$281K 0.01% 538
2016
Q4 		$1.39M Buy
1,661
+22
+1% +$18.4K 0.01% 486
2016
Q3 		$1.36M Sell
1,639
-129
-7% -$106K 0.01% 478
2016
Q2 		$1.49M Sell
1,768
-428
-19% -$349K 0.01% 415
2016
Q1 		$1.76M Buy
2,196
+220
+11% +$165K 0.01% 374
2015
Q4 		$1.44M Buy
1,976
+108
+6% +$82.7K 0.01% 441
2015
Q3 		$1.4M Buy
+1,868
New +$1.34M 0.01% 457
2015
Q2 		– Sell
-349
Closed -$239K – 1261
2015
Q1 		$239K Sell
349
-95
-21% -$62.7K ﹤0.01% 1093
2014
Q4 		$280K Sell
444
-13
-3% -$8.27K ﹤0.01% 1055
2014
Q3 		$288K Hold
457
– – ﹤0.01% 1047
2014
Q2 		$278K Sell
457
-15
-3% -$8.93K ﹤0.01% 1114
2014
Q1 		$283K Sell
472
-48
-9% -$28K ﹤0.01% 1102
2013
Q4 		$314K Sell
520
-90
-15% -$53K ﹤0.01% 1067
2013
Q3 		$346K Sell
610
-120
-16% -$69.7K ﹤0.01% 995
2013
Q2 		$420K Buy
+730
New +$426K ﹤0.01% 1041

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

KeyBank National Association's WTM Position: Q2 2026 in Review

KeyBank National Association sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 161 shares — an estimated $354K sold.

KeyBank National Association first reported a position in WTM in Q2 2013 and held it in 51 quarters. The position peaked at $2.41M in Q2 2018. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • KeyBank National Association reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • KeyBank National Association sold 161 White Mountains Insurance shares in Q2 2026, an estimated $354K.
  • KeyBank National Association first reported a position in White Mountains Insurance in Q2 2013 and held it in 51 quarters.
  • KeyBank National Association's White Mountains Insurance position peaked at $2.41M in Q2 2018.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.