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NewEdge Advisors’s White Mountains Insurance WTM Stock Holding History

NewEdge 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 		$361K Sell
174
-17
-9% -$36.4K ﹤0.01% 2351
2026
Q1 		$420K Sell
191
-5
-3% -$10.7K ﹤0.01% 2121
2025
Q4 		$407K Buy
196
+26
+15% +$50.8K ﹤0.01% 2116
2025
Q3 		$284K Hold
170
– – ﹤0.01% 2208
2025
Q2 		$305K Hold
170
– – ﹤0.01% 2012
2025
Q1 		$327K Buy
170
+25
+17% +$47.1K ﹤0.01% 1837
2024
Q4 		$282K Buy
145
+134
+1,218% +$253K ﹤0.01% 1912
2024
Q3 		$18.7K Hold
11
– – ﹤0.01% 2736
2024
Q2 		$20K Hold
11
– – ﹤0.01% 2624
2024
Q1 		$19.7K Hold
11
– – ﹤0.01% 2630
2023
Q4 		$16.6K Sell
11
-5
-31% -$7.43K ﹤0.01% 2647
2023
Q3 		$23.9K Buy
+16
New +$24.6K ﹤0.01% 2335
2023
Q2 		– Sell
-6
Closed -$8.26K – 3646
2023
Q1 		$8.26K Buy
6
+4
+200% +$5.74K ﹤0.01% 2624
2022
Q4 		$3 Buy
+2
New +$2.71K ﹤0.01% 3915

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Dimensional Fund Advisors
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
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

NewEdge Advisors's WTM Position: Q2 2026 in Review

NewEdge Advisors reduced its White Mountains Insurance (WTM) stake by 8.9% in Q2 2026, selling an estimated $36.4K and leaving 174 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

NewEdge Advisors first reported a position in WTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $420K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • NewEdge Advisors held 174 shares of White Mountains Insurance worth $361K as of Q2 2026.
  • NewEdge Advisors sold 17 White Mountains Insurance shares in Q2 2026, an estimated $36.4K.
  • White Mountains Insurance made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2351 holding.
  • NewEdge Advisors first reported a position in White Mountains Insurance in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's White Mountains Insurance position peaked at $420K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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