Larson Financial Group
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Larson Financial Group’s White Mountains Insurance WTM Stock Holding History

Larson Financial Group’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 		$152K Buy
76
+62
+443% +$131K ﹤0.01% 1058
2026
Q2 		$29K Buy
14
+11
+367% +$23.5K ﹤0.01% 1799
2026
Q1 		$6.59K Buy
+3
New +$6.42K ﹤0.01% 2468
2025
Q3 		– Sell
-1
Closed -$1.8K – 3670
2025
Q2 		$1.8K Hold
1
– – ﹤0.01% 2453
2025
Q1 		$1.93K Buy
+1
New +$1.88K ﹤0.01% 2177

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Larson Financial Group's WTM Position: Q3 2026 in Review

Larson Financial Group increased its White Mountains Insurance (WTM) stake by 443% in Q3 2026, buying an estimated $131K and bringing the position to 76 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Larson Financial Group first reported a position in WTM in Q1 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Larson Financial Group held 76 shares of White Mountains Insurance worth $152K as of Q3 2026.
  • Larson Financial Group bought 62 White Mountains Insurance shares in Q3 2026, an estimated $131K.
  • White Mountains Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1058 holding.
  • Larson Financial Group first reported a position in White Mountains Insurance in Q1 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.