LPL Financial
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LPL Financial’s White Mountains Insurance WTM Stock Holding History

LPL Financial’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 		$2.73M Sell
1,318
-77
-6% -$165K ﹤0.01% 3405
2026
Q1 		$3.07M Sell
1,395
-570
-29% -$1.22M ﹤0.01% 3108
2025
Q4 		$4.08M Sell
1,965
-341
-15% -$667K ﹤0.01% 2718
2025
Q3 		$3.85M Buy
2,306
+321
+16% +$573K ﹤0.01% 2713
2025
Q2 		$3.56M Buy
1,985
+115
+6% +$205K ﹤0.01% 2586
2025
Q1 		$3.6M Buy
1,870
+107
+6% +$201K ﹤0.01% 2417
2024
Q4 		$3.43M Buy
1,763
+501
+40% +$947K ﹤0.01% 2394
2024
Q3 		$2.14M Buy
1,262
+172
+16% +$300K ﹤0.01% 2664
2024
Q2 		$1.98M Buy
1,090
+35
+3% +$61.9K ﹤0.01% 2608
2024
Q1 		$1.89M Buy
1,055
+28
+3% +$46.9K ﹤0.01% 2577
2023
Q4 		$1.55M Buy
1,027
+24
+2% +$35.7K ﹤0.01% 2654
2023
Q3 		$1.5M Sell
1,003
-39
-4% -$59.9K ﹤0.01% 2553
2023
Q2 		$1.45M Sell
1,042
-106
-9% -$149K ﹤0.01% 2536
2023
Q1 		$1.58M Buy
1,148
+38
+3% +$54.5K ﹤0.01% 2351
2022
Q4 		$1.57M Buy
1,110
+22
+2% +$29.8K ﹤0.01% 2272
2022
Q3 		$1.42M Buy
1,088
+28
+3% +$36.2K ﹤0.01% 2252
2022
Q2 		$1.32M Buy
1,060
+97
+10% +$113K ﹤0.01% 2343
2022
Q1 		$1.09M Buy
963
+1
+0.1% +$1.05K ﹤0.01% 2539
2021
Q4 		$975K Buy
962
+89
+10% +$94K ﹤0.01% 2685
2021
Q3 		$934K Buy
873
+329
+60% +$367K ﹤0.01% 2672
2021
Q2 		$625K Buy
544
+37
+7% +$43.2K ﹤0.01% 2965
2021
Q1 		$565K Sell
507
-17
-3% -$19K ﹤0.01% 2922
2020
Q4 		$524K Buy
524
+26
+5% +$24.5K ﹤0.01% 2713
2020
Q3 		$388K Buy
498
+133
+36% +$115K ﹤0.01% 2692
2020
Q2 		$324K Buy
+365
New +$329K ﹤0.01% 2785
2014
Q2 		– Sell
-481
Closed -$289K – 2756
2014
Q1 		$289K Buy
481
+32
+7% +$18.7K ﹤0.01% 2153
2013
Q4 		$271K Sell
449
-11
-2% -$6.48K ﹤0.01% 2199
2013
Q3 		$266K Buy
460
+22
+5% +$12.8K ﹤0.01% 2107
2013
Q2 		$252K Buy
+438
New +$256K ﹤0.01% 2027

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

LPL Financial's WTM Position: Q2 2026 in Review

LPL Financial reduced its White Mountains Insurance (WTM) stake by 5.5% in Q2 2026, selling an estimated $165K and leaving 1,318 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

LPL Financial first reported a position in WTM in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.08M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • LPL Financial held 1,318 shares of White Mountains Insurance worth $2.73M as of Q2 2026.
  • LPL Financial sold 77 White Mountains Insurance shares in Q2 2026, an estimated $165K.
  • White Mountains Insurance made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3405 holding.
  • LPL Financial first reported a position in White Mountains Insurance in Q2 2013 and has held it in 29 quarters since.
  • LPL Financial's White Mountains Insurance position peaked at $4.08M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.