MassMutual Private Wealth & Trust’s White Mountains Insurance WTM Stock Holding History

MassMutual Private Wealth & Trust’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	$2.07K	Buy	+1	New	+$2.14K	﹤0.01%	1997
2020 Q1	–	Sell	-17	Closed	-$19K	–	816
2019 Q4	$19K	Buy	+17	New	+$18.5K	﹤0.01%	535
2019 Q1	–	Sell	-6	Closed	-$5.15K	–	1006
2018 Q4	$5.15K	Hold	6	–	–	﹤0.01%	658
2018 Q3	$5.62K	Hold	6	–	–	﹤0.01%	700
2018 Q2	$5.44K	Hold	6	–	–	﹤0.01%	707
2018 Q1	$4.93K	Buy	+6	New	+$4.95K	﹤0.01%	709
2016 Q2	–	Sell	-7	Closed	-$5.71K	–	922
2016 Q1	$5.62K	Buy	+7	New	+$5.24K	﹤0.01%	617

Other funds holding WTM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $206M AUM

MassMutual Private Wealth & Trust's WTM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in White Mountains Insurance (WTM) in Q2 2026: 1 share worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #1997 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in WTM as recently as Q4 2019.

MassMutual Private Wealth & Trust first reported a position in WTM in Q1 2016 and has held it in 7 quarters since. The position peaked at $19K in Q4 2019. 36 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

MassMutual Private Wealth & Trust held 1 share of White Mountains Insurance worth $2.07K as of Q2 2026.
White Mountains Insurance was a new MassMutual Private Wealth & Trust position in Q2 2026.
White Mountains Insurance made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1997 holding.
MassMutual Private Wealth & Trust first reported a position in White Mountains Insurance in Q1 2016 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's White Mountains Insurance position peaked at $19K in Q4 2019.
36 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.