Mather Group’s White Mountains Insurance WTM Stock Holding History

Mather Group’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	$14K	Buy	7 +2	+40%	+$4.24K	﹤0.01%	1543
2026 Q2	$10.4K	Hold	5	–	–	﹤0.01%	1489
2026 Q1	$11K	Buy	+5	New	+$10.7K	﹤0.01%	1424
2025 Q2	–	Sell	-1	Closed	-$1.93K	–	1733
2025 Q1	$1.93K	Hold	1	–	–	﹤0.01%	1573
2024 Q4	$1.94K	Hold	1	–	–	﹤0.01%	1539
2024 Q3	$1.7K	Hold	1	–	–	﹤0.01%	1505
2024 Q2	$1.79K	Buy	+1	New	+$1.77K	﹤0.01%	1918

Other funds holding WTM

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

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Mather Group's WTM Position: Q3 2026 in Review

Mather Group increased its White Mountains Insurance (WTM) stake by 40% in Q3 2026, buying an estimated $4.24K and bringing the position to 7 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Mather Group first reported a position in WTM in Q2 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Mather Group held 7 shares of White Mountains Insurance worth $14K as of Q3 2026.
Mather Group bought 2 White Mountains Insurance shares in Q3 2026, an estimated $4.24K.
White Mountains Insurance made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1543 holding.
Mather Group first reported a position in White Mountains Insurance in Q2 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.