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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
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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Opal Wealth Advisors's WTM Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in White Mountains Insurance (WTM) in Q1 2026: 20 shares worth $43.9K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in WTM as recently as Q2 2025.

Opal Wealth Advisors first reported a position in WTM in Q4 2020 and has held it in 20 quarters since. The position peaked at $402K in Q1 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Opal Wealth Advisors held 20 shares of White Mountains Insurance worth $43.9K as of Q1 2026.
  • White Mountains Insurance was a new Opal Wealth Advisors position in Q1 2026.
  • White Mountains Insurance made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #432 holding.
  • Opal Wealth Advisors first reported a position in White Mountains Insurance in Q4 2020 and has held it in 20 quarters since.
  • Opal Wealth Advisors's White Mountains Insurance position peaked at $402K in Q1 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.