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Miller Global Investments’s White Mountains Insurance WTM Stock Holding History

Miller Global Investments’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 		$24.9K Hold
12
– – 0.02% 208
2026
Q1 		$26.4K Hold
12
– – 0.02% 206
2025
Q4 		$24.9K Buy
+12
New +$23.5K 0.02% 183

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RP
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Miller Global Investments's WTM Position: Q2 2026 in Review

Miller Global Investments held its White Mountains Insurance (WTM) position steady in Q2 2026 at 12 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #208.

Miller Global Investments first reported a position in WTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.4K in Q1 2026. 136 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Miller Global Investments held 12 shares of White Mountains Insurance worth $24.9K as of Q2 2026.
  • Miller Global Investments left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.02% of Miller Global Investments's portfolio in Q2 2026, its #208 holding.
  • Miller Global Investments first reported a position in White Mountains Insurance in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's White Mountains Insurance position peaked at $26.4K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.