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Main Street Financial Solutions’s White Mountains Insurance WTM Stock Holding History

Main Street Financial Solutions’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 		– Sell
-439
Closed -$963K – 674
2026
Q1 		$963K Sell
439
-396
-47% -$848K 0.07% 229
2025
Q4 		$1.74M Sell
835
-426
-34% -$833K 0.13% 150
2025
Q3 		$2.11M Sell
1,261
-32
-2% -$57.1K 0.14% 140
2025
Q2 		$2.32M Buy
1,293
+32
+3% +$56.9K 0.17% 127
2025
Q1 		$2.43M Buy
1,261
+252
+25% +$474K 0.21% 110
2024
Q4 		$1.96M Buy
1,009
+7
+0.7% +$13.2K 0.19% 102
2024
Q3 		$1.7M Buy
1,002
+3
+0.3% +$5.23K 0.16% 135
2024
Q2 		$1.82M Buy
999
+7
+0.7% +$12.4K 0.17% 116
2024
Q1 		$1.78M Sell
992
-20
-2% -$33.5K 0.19% 110
2023
Q4 		$1.52M Sell
1,012
-8
-0.8% -$11.9K 0.2% 106
2023
Q3 		$1.53M Sell
1,020
-52
-5% -$79.8K 0.22% 98
2023
Q2 		$1.49M Sell
1,072
-18
-2% -$25.3K 0.2% 110
2023
Q1 		$1.5M Buy
1,090
+46
+4% +$66K 0.22% 103
2022
Q4 		$1.48M Sell
1,044
-14
-1% -$19K 0.23% 98
2022
Q3 		$1.4M Buy
1,058
+39
+4% +$50.5K 0.23% 98
2022
Q2 		$1.29M Buy
+1,019
New +$1.18M 0.17% 119

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

Main Street Financial Solutions's WTM Position: Q2 2026 in Review

Main Street Financial Solutions sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 439 shares — an estimated $963K sold.

Main Street Financial Solutions first reported a position in WTM in Q2 2022 and held it in 16 quarters. The position peaked at $2.43M in Q1 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Main Street Financial Solutions reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Main Street Financial Solutions sold 439 White Mountains Insurance shares in Q2 2026, an estimated $963K.
  • Main Street Financial Solutions first reported a position in White Mountains Insurance in Q2 2022 and held it in 16 quarters.
  • Main Street Financial Solutions's White Mountains Insurance position peaked at $2.43M in Q1 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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