Mount Yale Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Mount Yale 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 Q2	$610K	Sell	294 -3	-1%	-$6.42K	0.01%	724
2026 Q1	$653K	Buy	297 +74	+33%	+$158K	0.02%	632
2025 Q4	$463K	Buy	223 +66	+42%	+$129K	0.02%	478
2025 Q3	$262K	Buy	157 +81	+107%	+$145K	0.02%	553
2025 Q2	$136K	Buy	+76	New	+$135K	0.01%	605
2018 Q4	–	Sell	-84	Closed	-$75K	–	793
2018 Q3	$75K	Sell	84 -15	-15%	-$13.9K	0.01%	525
2018 Q2	$90K	Sell	99 -34	-26%	-$29.9K	0.02%	497
2018 Q1	$109K	Buy	+133	New	+$110K	0.02%	429

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Mount Yale Investment Advisors's WTM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its White Mountains Insurance (WTM) stake by 1% in Q2 2026, selling an estimated $6.42K and leaving 294 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #724.

Mount Yale Investment Advisors first reported a position in WTM in Q1 2018 and has held it in 8 quarters since. The position peaked at $653K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Mount Yale Investment Advisors held 294 shares of White Mountains Insurance worth $610K as of Q2 2026.
Mount Yale Investment Advisors sold 3 White Mountains Insurance shares in Q2 2026, an estimated $6.42K.
White Mountains Insurance made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #724 holding.
Mount Yale Investment Advisors first reported a position in White Mountains Insurance in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's White Mountains Insurance position peaked at $653K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.