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LRI Investments’s White Mountains Insurance WTM Stock Holding History

LRI Investments’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 		$35.2K Hold
17
– – ﹤0.01% 613
2026
Q1 		$37.3K Sell
17
-62
-78% -$133K ﹤0.01% 565
2025
Q4 		$163K Sell
79
-3
-4% -$5.87K 0.01% 321
2025
Q3 		$137K Sell
82
-8
-9% -$14.3K 0.01% 360
2025
Q2 		$162K Hold
90
– – 0.01% 332
2025
Q1 		$173K Sell
90
-21
-19% -$39.5K 0.02% 291
2024
Q4 		$215K Hold
111
– – 0.02% 252
2024
Q3 		$213K Buy
111
+4
+4% +$6.97K 0.02% 262
2024
Q2 		$194K Buy
+107
New +$189K 0.02% 257

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

LRI Investments's WTM Position: Q2 2026 in Review

LRI Investments held its White Mountains Insurance (WTM) position steady in Q2 2026 at 17 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

LRI Investments first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $215K in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • LRI Investments held 17 shares of White Mountains Insurance worth $35.2K as of Q2 2026.
  • LRI Investments left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #613 holding.
  • LRI Investments first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's White Mountains Insurance position peaked at $215K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.