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Merit Financial Group’s White Mountains Insurance WTM Stock Holding History

Merit Financial 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
Q2 		$255K Sell
123
-2
-2% -$4.28K ﹤0.01% 1932
2026
Q1 		$275K Buy
125
+4
+3% +$8.56K ﹤0.01% 1710
2025
Q4 		$252K Buy
121
+1
+0.8% +$1.96K ﹤0.01% 1669
2025
Q3 		$201K Sell
120
-2
-2% -$3.57K ﹤0.01% 1675
2025
Q2 		$219K Buy
+122
New +$217K ﹤0.01% 1503

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

Merit Financial Group's WTM Position: Q2 2026 in Review

Merit Financial Group reduced its White Mountains Insurance (WTM) stake by 1.6% in Q2 2026, selling an estimated $4.28K and leaving 123 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Merit Financial Group first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $275K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Merit Financial Group held 123 shares of White Mountains Insurance worth $255K as of Q2 2026.
  • Merit Financial Group sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1932 holding.
  • Merit Financial Group first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's White Mountains Insurance position peaked at $275K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.