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

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

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.

356 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.
356 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.