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

Opal 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 		– Sell
-20
Closed -$43.9K – 593
2026
Q1 		$43.9K Buy
+20
New +$42.8K 0.01% 432
2025
Q3 		– Sell
-38
Closed -$68.2K – 562
2025
Q2 		$68.2K Sell
38
-171
-82% -$304K 0.02% 327
2025
Q1 		$402K Buy
209
+5
+2% +$9.41K 0.12% 98
2024
Q4 		$397K Buy
204
+3
+1% +$5.67K 0.12% 105
2024
Q3 		$341K Buy
201
+3
+2% +$5.23K 0.11% 112
2024
Q2 		$360K Sell
198
-24
-11% -$42.4K 0.12% 102
2024
Q1 		$398K Sell
222
-1
-0.4% -$1.68K 0.14% 102
2023
Q4 		$336K Buy
223
+7
+3% +$10.4K 0.13% 117
2023
Q3 		$323K Buy
216
+25
+13% +$38.4K 0.19% 89
2023
Q2 		$265K Sell
191
-19
-9% -$26.7K 0.13% 112
2023
Q1 		$289K Buy
210
+3
+1% +$4.3K 0.17% 75
2022
Q4 		$293K Sell
207
-39
-16% -$52.8K 0.16% 83
2022
Q3 		$321K Sell
246
-3
-1% -$3.88K 0.23% 60
2022
Q2 		$310K Sell
249
-34
-12% -$39.5K 0.21% 69
2022
Q1 		$322K Sell
283
-3
-1% -$3.14K 0.28% 61
2021
Q4 		$290K Sell
286
-29
-9% -$30.6K 0.18% 86
2021
Q3 		$337K Buy
315
+40
+15% +$44.7K 0.32% 42
2021
Q2 		$316K Sell
275
-15
-5% -$17.5K 0.29% 50
2021
Q1 		$323K Sell
290
-3
-1% -$3.35K 0.35% 37
2020
Q4 		$293K Buy
+293
New +$276K 0.37% 40

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

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

Opal Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 20 shares — an estimated $43.9K sold.

Opal Wealth Advisors first reported a position in WTM in Q4 2020 and held it in 20 quarters. The position peaked at $402K in Q1 2025. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 20 White Mountains Insurance shares in Q2 2026, an estimated $43.9K.
  • Opal Wealth Advisors first reported a position in White Mountains Insurance in Q4 2020 and held it in 20 quarters.
  • Opal Wealth Advisors's White Mountains Insurance position peaked at $402K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.