One Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

One Wealth 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	$230K	Hold	111	–	–	0.03%	301
2026 Q1	$244K	Hold	111	–	–	0.03%	272
2025 Q4	$231K	Sell	111 -72	-39%	-$141K	0.03%	274
2025 Q3	$306K	Sell	183 -32	-15%	-$57.1K	0.04%	230
2025 Q2	$386K	Hold	215	–	–	0.05%	191
2025 Q1	$414K	Hold	215	–	–	0.06%	170
2024 Q4	$418K	Hold	215	–	–	0.06%	146
2024 Q3	$365K	Hold	215	–	–	0.06%	170
2024 Q2	$366K	Buy	215 +6	+3%	+$10.6K	0.08%	139
2024 Q1	$375K	Buy	209 +1	+0.5%	+$1.68K	0.07%	157
2023 Q4	$313K	Buy	208 +2	+1%	+$2.97K	0.06%	153
2023 Q3	$308K	Sell	206 -6	-3%	-$9.21K	0.07%	136
2023 Q2	$294K	Buy	212 +4	+2%	+$5.63K	0.06%	147
2023 Q1	$287K	Hold	208	–	–	0.07%	152
2022 Q4	$294K	Buy	208 +1	+0.5%	+$1.35K	0.07%	149
2022 Q3	$270K	Hold	207	–	–	0.09%	129
2022 Q2	$258K	Hold	207	–	–	0.07%	153
2022 Q1	$235K	Buy	+207	New	+$217K	0.06%	183
2021 Q4	–	Sell	-212	Closed	-$227K	–	216
2021 Q3	$227K	Hold	212	–	–	0.07%	186
2021 Q2	$243K	Buy	+212	New	+$248K	0.08%	147

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

One Wealth Advisors's WTM Position: Q2 2026 in Review

One Wealth Advisors held its White Mountains Insurance (WTM) position steady in Q2 2026 at 111 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #301.

One Wealth Advisors first reported a position in WTM in Q2 2021 and has held it in 20 quarters since. The position peaked at $418K in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

One Wealth Advisors held 111 shares of White Mountains Insurance worth $230K as of Q2 2026.
One Wealth Advisors left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #301 holding.
One Wealth Advisors first reported a position in White Mountains Insurance in Q2 2021 and has held it in 20 quarters since.
One Wealth Advisors's White Mountains Insurance position peaked at $418K in Q4 2024.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.