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 Q2	$689K	Hold	325	–	–	0.41%	45
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

Lummis Asset Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 325 shares worth $689K. The position accounts for 0.41% of the portfolio, ranked #45.

Lummis Asset Management first reported a position in WTM in Q4 2023 and has held it in 7 quarters since. The position peaked at $725K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Lummis Asset Management held 325 shares of White Mountains Insurance worth $689K as of Q2 2026.
Lummis Asset Management left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.41% of Lummis Asset Management's portfolio in Q2 2026, its #45 holding.
Lummis Asset Management first reported a position in White Mountains Insurance in Q4 2023 and has held it in 7 quarters since.
Lummis Asset Management's White Mountains Insurance position peaked at $725K in Q1 2026.
357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.