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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
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

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
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

Larson Financial Group's WTM Position: Q1 2026 in Review

Larson Financial Group opened a new position in White Mountains Insurance (WTM) in Q1 2026: 3 shares worth $6.59K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in WTM as recently as Q2 2025.

Larson Financial Group first reported a position in WTM in Q1 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Larson Financial Group held 3 shares of White Mountains Insurance worth $6.59K as of Q1 2026.
  • White Mountains Insurance was a new Larson Financial Group position in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2468 holding.
  • Larson Financial Group first reported a position in White Mountains Insurance in Q1 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.