LA
WTM icon

Legacy Advisors’s White Mountains Insurance WTM Stock Holding History

Legacy Advisors’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 		$929K Sell
448
-2
-0.4% -$4.28K 0.09% 130
2026
Q1 		$989K Hold
450
– – 0.12% 108
2025
Q4 		$935K Hold
450
– – 0.1% 112
2025
Q3 		$752K Buy
+450
New +$803K 0.09% 115
2025
Q1 		– Sell
-450
Closed -$875K – 470
2024
Q4 		$875K Hold
450
– – 0.08% 180
2024
Q3 		$763K Buy
+450
New +$785K 0.08% 188

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

Legacy Advisors's WTM Position: Q2 2026 in Review

Legacy Advisors reduced its White Mountains Insurance (WTM) stake by 0.44% in Q2 2026, selling an estimated $4.28K and leaving 448 shares worth $929K. The position accounts for 0.09% of the portfolio, ranked #130.

Legacy Advisors first reported a position in WTM in Q3 2024 and has held it in 6 quarters since. The position peaked at $989K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Legacy Advisors held 448 shares of White Mountains Insurance worth $929K as of Q2 2026.
  • Legacy Advisors sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #130 holding.
  • Legacy Advisors first reported a position in White Mountains Insurance in Q3 2024 and has held it in 6 quarters since.
  • Legacy Advisors's White Mountains Insurance position peaked at $989K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.