Northwestern Mutual Wealth Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $82.9K | Hold |
40
| – | – | ﹤0.01% | 2340 |
|
|
2026
Q1 | $87.9K | Buy |
40
+31
| +344% | +$66.4K | ﹤0.01% | 2218 |
|
|
2025
Q4 | $18.7K | Sell |
9
-2
| -18% | -$3.91K | ﹤0.01% | 2770 |
|
|
2025
Q3 | $18.4K | Sell |
11
-1
| -8% | -$1.78K | ﹤0.01% | 2710 |
|
|
2025
Q2 | $21.5K | Sell |
12
-9
| -43% | -$16K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $40.4K | Buy |
21
+10
| +91% | +$18.8K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $21.4K | Hold |
11
| – | – | ﹤0.01% | 2485 |
|
|
2024
Q3 | $18.7K | Buy |
11
+2
| +22% | +$3.49K | ﹤0.01% | 2491 |
|
|
2024
Q2 | $16.4K | Sell |
9
-19
| -68% | -$33.6K | ﹤0.01% | 2471 |
|
|
2024
Q1 | $50.2K | Buy |
28
+13
| +87% | +$21.8K | ﹤0.01% | 2072 |
|
|
2023
Q4 | $22.6K | Buy |
15
+6
| +67% | +$8.92K | ﹤0.01% | 2358 |
|
|
2023
Q3 | $13.5K | Hold |
9
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q2 | $12.5K | Sell |
9
-5
| -36% | -$7.04K | ﹤0.01% | 2489 |
|
|
2023
Q1 | $19.3K | Sell |
14
-10
| -42% | -$14.3K | ﹤0.01% | 2266 |
|
|
2022
Q4 | $33.9K | Buy |
24
+14
| +140% | +$19K | ﹤0.01% | 2047 |
|
|
2022
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q2 | $12K | Hold |
10
| – | – | ﹤0.01% | 2454 |
|
|
2022
Q1 | $11K | Hold |
10
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 2442 |
|
|
2021
Q2 | $11K | Sell |
10
-9
| -47% | -$10.5K | ﹤0.01% | 2404 |
|
|
2021
Q1 | $21K | Buy |
19
+10
| +111% | +$11.2K | ﹤0.01% | 2042 |
|
|
2020
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q3 | $7K | Hold |
9
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q2 | $8K | Sell |
9
-167
| -95% | -$151K | ﹤0.01% | 1979 |
|
|
2020
Q1 | $160K | Buy |
176
+171
| +3,420% | +$177K | ﹤0.01% | 961 |
|
|
2019
Q4 | $6K | Sell |
5
-6
| -55% | -$6.54K | ﹤0.01% | 2046 |
|
|
2019
Q3 | $12K | Sell |
11
-4
| -27% | -$4.27K | ﹤0.01% | 1889 |
|
|
2019
Q2 | $15K | Buy |
15
+7
| +88% | +$6.73K | ﹤0.01% | 1828 |
|
|
2019
Q1 | $7K | Buy |
8
+3
| +60% | +$2.72K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $4K | Buy |
+5
| New | +$4.46K | ﹤0.01% | 2095 |
|
|
2017
Q1 | – | Sell |
-29
| Closed | -$25K | – | 2442 |
|
|
2016
Q4 | $25K | Buy |
29
+2
| +7% | +$1.68K | ﹤0.01% | 1282 |
|
|
2016
Q3 | $22K | Hold |
27
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q2 | $23K | Sell |
27
-8
| -23% | -$6.53K | ﹤0.01% | 1129 |
|
|
2016
Q1 | $28K | Buy |
35
+27
| +338% | +$20.2K | ﹤0.01% | 1077 |
|
|
2015
Q4 | $6K | Buy |
8
+6
| +300% | +$4.59K | ﹤0.01% | 1284 |
|
|
2015
Q3 | $1K | Buy |
+2
| New | +$1.44K | ﹤0.01% | 1594 |
|
|
2015
Q1 | – | Sell |
-8
| Closed | -$5K | – | 1853 |
|
|
2014
Q4 | $5K | Buy |
+8
| New | +$5.09K | ﹤0.01% | 1307 |
|
|
2013
Q3 | – | Sell |
-86
| Closed | -$49K | – | 1488 |
|
|
2013
Q2 | $49K | Buy |
+86
| New | +$50.2K | ﹤0.01% | 565 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Northwestern Mutual Wealth Management's WTM Position: Q2 2026 in Review
Northwestern Mutual Wealth Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 40 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.
Northwestern Mutual Wealth Management first reported a position in WTM in Q2 2013 and has held it in 39 quarters since. The position peaked at $160K in Q1 2020. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Northwestern Mutual Wealth Management held 40 shares of White Mountains Insurance worth $82.9K as of Q2 2026.
- Northwestern Mutual Wealth Management left its White Mountains Insurance share count unchanged in Q2 2026.
- White Mountains Insurance made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2340 holding.
- Northwestern Mutual Wealth Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 39 quarters since.
- Northwestern Mutual Wealth Management's White Mountains Insurance position peaked at $160K in Q1 2020.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.