Moneta Group Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Moneta Group Investment Advisors’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 Q1	$330K	Hold	150	–	–	﹤0.01%	603
2025 Q4	$312K	Hold	150	–	–	﹤0.01%	622
2025 Q3	$251K	Hold	150	–	–	﹤0.01%	677
2025 Q2	$269K	Hold	150	–	–	﹤0.01%	590
2025 Q1	$289K	Hold	150	–	–	﹤0.01%	536
2024 Q4	$292K	Hold	150	–	–	﹤0.01%	535
2024 Q3	$254K	Hold	150	–	–	﹤0.01%	561
2024 Q2	$273K	Hold	150	–	–	﹤0.01%	515
2024 Q1	$269K	Hold	150	–	–	﹤0.01%	517
2023 Q4	$226K	Hold	150	–	–	﹤0.01%	505
2023 Q3	$224K	Hold	150	–	–	0.01%	469
2023 Q2	$208K	Sell	150 -3	-2%	-$4.22K	﹤0.01%	508
2023 Q1	$211K	Buy	153 +14	+10%	+$20.1K	0.01%	487
2022 Q4	$212K	Buy	+139	New	+$188K	0.01%	429

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Moneta Group Investment Advisors's WTM Position: Q1 2026 in Review

Moneta Group Investment Advisors held its White Mountains Insurance (WTM) position steady in Q1 2026 at 150 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Moneta Group Investment Advisors first reported a position in WTM in Q4 2022 and has held it in 14 quarters since. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Moneta Group Investment Advisors held 150 shares of White Mountains Insurance worth $330K as of Q1 2026.
Moneta Group Investment Advisors left its White Mountains Insurance share count unchanged in Q1 2026.
White Mountains Insurance made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #603 holding.
Moneta Group Investment Advisors first reported a position in White Mountains Insurance in Q4 2022 and has held it in 14 quarters since.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.