Oak Thistle LLC’s White Mountains Insurance WTM Stock Holding History

Oak Thistle LLC’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 Q1	–	Sell	-530	Closed	-$1.1M	–	651
2025 Q4	$1.1M	Sell	530 -127	-19%	-$248K	0.15%	291
2025 Q3	$1.1M	Buy	+657	New	+$1.17M	0.17%	250
2024 Q3	–	Sell	-255	Closed	-$463K	–	543
2024 Q2	$463K	Buy	+255	New	+$451K	0.34%	123
2023 Q4	–	Sell	-257	Closed	-$384K	–	667
2023 Q3	$384K	Buy	+257	New	+$395K	0.11%	348
2022 Q1	–	Sell	-393	Closed	-$398K	–	526
2021 Q4	$398K	Buy	+393	New	+$415K	0.31%	141

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

RRAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Oak Thistle LLC's WTM Position: Q1 2026 in Review

Oak Thistle LLC sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 530 shares — an estimated $1.1M sold.

Oak Thistle LLC first reported a position in WTM in Q4 2021 and held it in 5 quarters. The position peaked at $1.1M in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Oak Thistle LLC reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
Oak Thistle LLC sold 530 White Mountains Insurance shares in Q1 2026, an estimated $1.1M.
Oak Thistle LLC first reported a position in White Mountains Insurance in Q4 2021 and held it in 5 quarters.
Oak Thistle LLC's White Mountains Insurance position peaked at $1.1M in Q4 2025.
368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.