MPS Loria Financial Planners’s White Mountains Insurance WTM Stock Holding History

MPS Loria Financial Planners’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	$794K	Buy	+383	New	+$820K	0.18%	35

Other funds holding WTM

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Triad Investment Management Newport Beach, California $90.7M AUM

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MPS Loria Financial Planners's WTM Position: Q2 2026 in Review

MPS Loria Financial Planners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 383 shares worth $794K. The stake represents 0.18% of the portfolio and ranks #35 among its holdings.

96 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

MPS Loria Financial Planners held 383 shares of White Mountains Insurance worth $794K as of Q2 2026.
White Mountains Insurance was a new MPS Loria Financial Planners position in Q2 2026.
White Mountains Insurance made up 0.18% of MPS Loria Financial Planners's portfolio in Q2 2026, its #35 holding.
96 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.