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 Q3	$738K	Hold	325	–	–	0.45%	43
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 $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Lummis Asset Management's WTM Position: Q3 2026 in Review

Lummis Asset Management held its White Mountains Insurance (WTM) position steady in Q3 2026 at 325 shares worth $738K. The position accounts for 0.45% of the portfolio, ranked #43.

Lummis Asset Management first reported a position in WTM in Q4 2023 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Lummis Asset Management held 325 shares of White Mountains Insurance worth $738K as of Q3 2026.
Lummis Asset Management left its White Mountains Insurance share count unchanged in Q3 2026.
White Mountains Insurance made up 0.45% of Lummis Asset Management's portfolio in Q3 2026, its #43 holding.
Lummis Asset Management first reported a position in White Mountains Insurance in Q4 2023 and has held it in 8 quarters since.
199 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Lummis Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.