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Legacy Wealth Asset Management’s White Mountains Insurance WTM Stock Holding History

Legacy Wealth Asset Management’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 		$682K Buy
329
+8
+2% +$17.1K 0.15% 210
2026
Q1 		$705K Buy
321
+8
+3% +$17.1K 0.17% 198
2025
Q4 		$650K Buy
313
+5
+2% +$9.78K 0.16% 212
2025
Q3 		$515K Buy
308
+2
+0.7% +$3.57K 0.13% 249
2025
Q2 		$549K Sell
306
-6
-2% -$10.7K 0.14% 231
2025
Q1 		$601K Sell
312
-4
-1% -$7.53K 0.17% 206
2024
Q4 		$615K Sell
316
-1
-0.3% -$1.89K 0.17% 192
2024
Q3 		$538K Buy
317
+10
+3% +$17.4K 0.14% 231
2024
Q2 		$558K Buy
307
+23
+8% +$40.7K 0.16% 206
2024
Q1 		$510K Buy
284
+3
+1% +$5.03K 0.14% 229
2023
Q4 		$423K Buy
281
+6
+2% +$8.92K 0.14% 250
2023
Q3 		$411K Sell
275
-106
-28% -$163K 0.15% 240
2023
Q2 		$529K Buy
381
+36
+10% +$50.7K 0.18% 193
2023
Q1 		$475K Sell
345
-4
-1% -$5.74K 0.17% 201
2022
Q4 		$494K Sell
349
-9
-3% -$12.2K 0.19% 177
2022
Q3 		$466K Sell
358
-35
-9% -$45.3K 0.2% 175
2022
Q2 		$490K Sell
393
-12
-3% -$13.9K 0.2% 172
2022
Q1 		$460K Hold
405
– – 0.16% 195
2021
Q4 		$411K Buy
405
+30
+8% +$31.7K 0.14% 223
2021
Q3 		$401K Buy
375
+1
+0.3% +$1.12K 0.18% 207
2021
Q2 		$429K Sell
374
-19
-5% -$22.2K 0.19% 198
2021
Q1 		$438K Buy
393
+2
+0.5% +$2.24K 0.2% 190
2020
Q4 		$391K Buy
+391
New +$368K 0.2% 195

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 Wealth Asset Management's WTM Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its White Mountains Insurance (WTM) stake by 2.5% in Q2 2026, buying an estimated $17.1K and bringing the position to 329 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #210.

Legacy Wealth Asset Management first reported a position in WTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $705K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Legacy Wealth Asset Management held 329 shares of White Mountains Insurance worth $682K as of Q2 2026.
  • Legacy Wealth Asset Management bought 8 White Mountains Insurance shares in Q2 2026, an estimated $17.1K.
  • White Mountains Insurance made up 0.15% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #210 holding.
  • Legacy Wealth Asset Management first reported a position in White Mountains Insurance in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's White Mountains Insurance position peaked at $705K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.