LAM
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Lummis Asset Management’s White Mountains Insurance WTM Stock Holding History

Lummis 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
Q1 		$725K Hold
325
– – 0.43% 45
2025
Q4 		$675K Hold
325
– – 0.42% 42
2025
Q3 		$543K Hold
325
– – 0.36% 44
2025
Q2 		$569K Hold
325
– – 0.37% 44
2025
Q1 		$574K Buy
+325
New +$612K 0.4% 43
2024
Q1 		– Sell
-325
Closed -$489K – 179
2023
Q4 		$489K Buy
+325
New +$483K 0.37% 43

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Lummis Asset Management's WTM Position: Q1 2026 in Review

Lummis Asset Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 325 shares worth $725K. The position accounts for 0.43% of the portfolio, ranked #45.

Lummis Asset Management first reported a position in WTM in Q4 2023 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Lummis Asset Management held 325 shares of White Mountains Insurance worth $725K as of Q1 2026.
  • Lummis Asset Management left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up 0.43% of Lummis Asset Management's portfolio in Q1 2026, its #45 holding.
  • Lummis Asset Management first reported a position in White Mountains Insurance in Q4 2023 and has held it in 6 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.