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Marquette Asset Management’s White Mountains Insurance WTM Stock Holding History

Marquette 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 		$4.01K Hold
2
– – ﹤0.01% 412
2026
Q2 		$4.15K Sell
2
-1
-33% -$2.14K ﹤0.01% 458
2026
Q1 		$6.59K Buy
3
+1
+50% +$2.14K ﹤0.01% 308
2025
Q4 		$4.16K Buy
+2
New +$3.91K ﹤0.01% 358

Other funds holding WTM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Marquette Asset Management held its White Mountains Insurance (WTM) position steady in Q3 2026 at 2 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Marquette Asset Management first reported a position in WTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.59K in Q1 2026. 12 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Marquette Asset Management held 2 shares of White Mountains Insurance worth $4.01K as of Q3 2026.
  • Marquette Asset Management left its White Mountains Insurance share count unchanged in Q3 2026.
  • White Mountains Insurance made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #412 holding.
  • Marquette Asset Management first reported a position in White Mountains Insurance in Q4 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's White Mountains Insurance position peaked at $6.59K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

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