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OneAscent Financial Services’s White Mountains Insurance WTM Stock Holding History

OneAscent Financial Services’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 		$525K Buy
253
+25
+11% +$53.5K 0.03% 370
2026
Q1 		$501K Buy
+228
New +$488K 0.03% 346

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RRAM
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Vanguard Portfolio Management
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Vanguard Capital Management
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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

OneAscent Financial Services's WTM Position: Q2 2026 in Review

OneAscent Financial Services increased its White Mountains Insurance (WTM) stake by 11% in Q2 2026, buying an estimated $53.5K and bringing the position to 253 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #370.

OneAscent Financial Services first reported a position in WTM in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • OneAscent Financial Services held 253 shares of White Mountains Insurance worth $525K as of Q2 2026.
  • OneAscent Financial Services bought 25 White Mountains Insurance shares in Q2 2026, an estimated $53.5K.
  • White Mountains Insurance made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #370 holding.
  • OneAscent Financial Services first reported a position in White Mountains Insurance in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.