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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
Q3 		$660K Hold
329
– – 0.14% 209
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

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Legacy Wealth Asset Management's WTM Position: Q3 2026 in Review

Legacy Wealth Asset Management held its White Mountains Insurance (WTM) position steady in Q3 2026 at 329 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #209.

Legacy Wealth Asset Management first reported a position in WTM in Q4 2020 and has held it in 24 quarters since. The position peaked at $705K in Q1 2026. 12 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Legacy Wealth Asset Management held 329 shares of White Mountains Insurance worth $660K as of Q3 2026.
  • Legacy Wealth Asset Management left its White Mountains Insurance share count unchanged in Q3 2026.
  • White Mountains Insurance made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #209 holding.
  • Legacy Wealth Asset Management first reported a position in White Mountains Insurance in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's White Mountains Insurance position peaked at $705K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.