MML Investors Services
WTM icon

MML Investors Services’s White Mountains Insurance WTM Stock Holding History

MML Investors 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 		$3.61M Sell
1,741
-718
-29% -$1.54M 0.01% 1182
2026
Q1 		$5.4M Sell
2,459
-476
-16% -$1.02M 0.02% 782
2025
Q4 		$6.1M Buy
2,935
+83
+3% +$162K 0.01% 764
2025
Q3 		$4.77M Buy
2,852
+118
+4% +$211K 0.01% 845
2025
Q2 		$4.91M Buy
2,734
+160
+6% +$285K 0.01% 797
2025
Q1 		$4.96M Buy
2,574
+232
+10% +$437K 0.02% 729
2024
Q4 		$4.55M Buy
2,342
+280
+14% +$529K 0.02% 747
2024
Q3 		$3.5M Buy
2,062
+205
+11% +$357K 0.01% 835
2024
Q2 		$3.38M Buy
1,857
+392
+27% +$693K 0.01% 797
2024
Q1 		$2.63M Buy
1,465
+262
+22% +$439K 0.01% 918
2023
Q4 		$1.81M Buy
1,203
+208
+21% +$309K 0.01% 1049
2023
Q3 		$1.49M Buy
995
+124
+14% +$190K 0.01% 1025
2023
Q2 		$1.21M Buy
871
+231
+36% +$325K 0.01% 1135
2023
Q1 		$882K Sell
640
-73
-10% -$105K 0.01% 1131
2022
Q4 		$1.01M Buy
713
+130
+22% +$176K 0.01% 1143
2022
Q3 		$760K Buy
583
+110
+23% +$142K 0.01% 1205
2022
Q2 		$589K Buy
473
+83
+21% +$96.4K ﹤0.01% 1329
2022
Q1 		$443K Buy
390
+53
+16% +$55.5K ﹤0.01% 1521
2021
Q4 		$341K Buy
337
+39
+13% +$41.2K ﹤0.01% 1631
2021
Q3 		$318K Buy
298
+53
+22% +$59.2K ﹤0.01% 1615
2021
Q2 		$281K Buy
245
+40
+20% +$46.7K ﹤0.01% 1650
2021
Q1 		$229K Buy
+205
New +$229K ﹤0.01% 1659
2020
Q1 		– Sell
-200
Closed -$223K – 1553
2019
Q4 		$223K Buy
+200
New +$218K ﹤0.01% 1385
2019
Q3 		– Sell
-424
Closed -$433K – 1621
2019
Q2 		$433K Buy
424
+14
+3% +$13.5K 0.01% 1094
2019
Q1 		$379K Sell
410
-9
-2% -$8.15K 0.01% 1151
2018
Q4 		$359K Buy
419
+16
+4% +$14.3K 0.01% 1083
2018
Q3 		$377K Buy
+403
New +$374K 0.01% 1161

Other funds holding WTM

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

MML Investors Services's WTM Position: Q2 2026 in Review

MML Investors Services reduced its White Mountains Insurance (WTM) stake by 29% in Q2 2026, selling an estimated $1.54M and leaving 1,741 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #1182.

MML Investors Services first reported a position in WTM in Q3 2018 and has held it in 27 quarters since. The position peaked at $6.1M in Q4 2025. 166 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • MML Investors Services held 1,741 shares of White Mountains Insurance worth $3.61M as of Q2 2026.
  • MML Investors Services sold 718 White Mountains Insurance shares in Q2 2026, an estimated $1.54M.
  • White Mountains Insurance made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1182 holding.
  • MML Investors Services first reported a position in White Mountains Insurance in Q3 2018 and has held it in 27 quarters since.
  • MML Investors Services's White Mountains Insurance position peaked at $6.1M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.