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Midwest Professional Planners Ltd (MPPL)’s White Mountains Insurance WTM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$2.41M Buy
1,164
+769
+195% +$1.65M 0.47% 69
2026
Q1 		$868K Buy
395
+7
+2% +$15K 0.2% 108
2025
Q4 		$806K Sell
388
-234
-38% -$458K 0.19% 104
2025
Q3 		$1.04M Sell
622
-6
-1% -$10.7K 0.25% 96
2025
Q2 		$1.13M Buy
628
+36
+6% +$64K 0.3% 85
2025
Q1 		$1.14M Buy
592
+11
+2% +$20.7K 0.35% 90
2024
Q4 		$1.13M Buy
581
+50
+9% +$94.5K 0.34% 87
2024
Q3 		$901K Buy
531
+328
+162% +$572K 0.28% 94
2024
Q2 		$369K Buy
+203
New +$359K 0.12% 131

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

Midwest Professional Planners Ltd (MPPL)'s WTM Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its White Mountains Insurance (WTM) stake by 195% in Q2 2026, buying an estimated $1.65M and bringing the position to 1,164 shares worth $2.41M. The position accounts for 0.47% of the portfolio, ranked #69.

Midwest Professional Planners Ltd (MPPL) first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 1,164 shares of White Mountains Insurance worth $2.41M as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 769 White Mountains Insurance shares in Q2 2026, an estimated $1.65M.
  • White Mountains Insurance made up 0.47% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #69 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.