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Mirabella Financial Services’s White Mountains Insurance WTM Stock Holding History

Mirabella Financial Services’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 		$1.03M Buy
+495
New +$1.06M 0.1% 93
2022
Q4 		– Sell
-178
Closed -$229K – 541
2022
Q3 		$229K Buy
+178
New +$230K 0.02% 261

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

Mirabella Financial Services's WTM Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in White Mountains Insurance (WTM) in Q2 2026: 495 shares worth $1.03M. The stake represents 0.1% of the portfolio and ranks #93 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in WTM as recently as Q3 2022.

Mirabella Financial Services first reported a position in WTM in Q3 2022 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Mirabella Financial Services held 495 shares of White Mountains Insurance worth $1.03M as of Q2 2026.
  • White Mountains Insurance was a new Mirabella Financial Services position in Q2 2026.
  • White Mountains Insurance made up 0.1% of Mirabella Financial Services's portfolio in Q2 2026, its #93 holding.
  • Mirabella Financial Services first reported a position in White Mountains Insurance in Q3 2022 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.