Oppenheimer Asset Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.81M | Sell |
1,356
-124
| -8% | -$265K | 0.03% | 498 |
|
|
2026
Q1 | $3.25M | Sell |
1,480
-22
| -1% | -$47.1K | 0.04% | 433 |
|
|
2025
Q4 | $3.12M | Sell |
1,502
-70
| -4% | -$137K | 0.04% | 413 |
|
|
2025
Q3 | $2.63M | Buy |
1,572
+209
| +15% | +$373K | 0.03% | 490 |
|
|
2025
Q2 | $2.45M | Buy |
1,363
+28
| +2% | +$49.8K | 0.03% | 494 |
|
|
2025
Q1 | $2.57M | Sell |
1,335
-212
| -14% | -$399K | 0.03% | 463 |
|
|
2024
Q4 | $3.01M | Buy |
1,547
+105
| +7% | +$198K | 0.04% | 436 |
|
|
2024
Q3 | $2.45M | Sell |
1,442
-10
| -0.7% | -$17.4K | 0.03% | 487 |
|
|
2024
Q2 | $2.64M | Buy |
1,452
+47
| +3% | +$83.1K | 0.03% | 459 |
|
|
2024
Q1 | $2.52M | Sell |
1,405
-62
| -4% | -$104K | 0.04% | 423 |
|
|
2023
Q4 | $2.21M | Sell |
1,467
-52
| -3% | -$77.3K | 0.03% | 489 |
|
|
2023
Q3 | $2.27M | Sell |
1,519
-203
| -12% | -$312K | 0.03% | 447 |
|
|
2023
Q2 | $2.39M | Sell |
1,722
-10
| -0.6% | -$14.1K | 0.04% | 454 |
|
|
2023
Q1 | $2.39M | Sell |
1,732
-255
| -13% | -$366K | 0.04% | 447 |
|
|
2022
Q4 | $2.81M | Sell |
1,987
-74
| -4% | -$100K | 0.05% | 392 |
|
|
2022
Q3 | $2.69M | Sell |
2,061
-45
| -2% | -$58.2K | 0.05% | 377 |
|
|
2022
Q2 | $2.63M | Sell |
2,106
-288
| -12% | -$335K | 0.04% | 391 |
|
|
2022
Q1 | $2.72M | Buy |
2,394
+29
| +1% | +$30.4K | 0.04% | 438 |
|
|
2021
Q4 | $2.4M | Sell |
2,365
-201
| -8% | -$212K | 0.03% | 499 |
|
|
2021
Q3 | $2.74M | Buy |
2,566
+401
| +19% | +$448K | 0.04% | 430 |
|
|
2021
Q2 | $2.49M | Sell |
2,165
-398
| -16% | -$465K | 0.04% | 466 |
|
|
2021
Q1 | $2.86M | Buy |
2,563
+93
| +4% | +$104K | 0.04% | 416 |
|
|
2020
Q4 | $2.47M | Buy |
2,470
+1,092
| +79% | +$1.03M | 0.04% | 415 |
|
|
2020
Q3 | $1.07M | Buy |
1,378
+25
| +2% | +$21.6K | 0.02% | 594 |
|
|
2020
Q2 | $1.2M | Sell |
1,353
-274
| -17% | -$247K | 0.02% | 541 |
|
|
2020
Q1 | $1.48M | Sell |
1,627
-709
| -30% | -$734K | 0.04% | 420 |
|
|
2019
Q4 | $2.61M | Sell |
2,336
-46
| -2% | -$50.2K | 0.06% | 349 |
|
|
2019
Q3 | $2.57M | Sell |
2,382
-72
| -3% | -$76.8K | 0.06% | 342 |
|
|
2019
Q2 | $2.51M | Sell |
2,454
-80
| -3% | -$77K | 0.06% | 348 |
|
|
2019
Q1 | $2.35M | Sell |
2,534
-48
| -2% | -$43.5K | 0.05% | 355 |
|
|
2018
Q4 | $2.21M | Sell |
2,582
-85
| -3% | -$75.8K | 0.05% | 347 |
|
|
2018
Q3 | $2.5M | Sell |
2,667
-156
| -6% | -$145K | 0.06% | 356 |
|
|
2018
Q2 | $2.56M | Sell |
2,823
-6
| -0.2% | -$5.29K | 0.06% | 342 |
|
|
2018
Q1 | $2.33M | Sell |
2,829
-116
| -4% | -$95.8K | 0.06% | 344 |
|
|
2017
Q4 | $2.52M | Hold |
2,945
| – | – | 0.07% | 317 |
|
|
2017
Q3 | $2.52M | Buy |
2,945
+303
| +11% | +$261K | 0.07% | 319 |
|
|
2017
Q2 | $2.29M | Sell |
2,642
-85
| -3% | -$73.7K | 0.06% | 328 |
|
|
2017
Q1 | $2.4M | Buy |
+2,727
| New | +$2.44M | 0.07% | 307 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Oppenheimer Asset Management's WTM Position: Q2 2026 in Review
Oppenheimer Asset Management reduced its White Mountains Insurance (WTM) stake by 8.4% in Q2 2026, selling an estimated $265K and leaving 1,356 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #498.
Oppenheimer Asset Management first reported a position in WTM in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.25M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Oppenheimer Asset Management held 1,356 shares of White Mountains Insurance worth $2.81M as of Q2 2026.
- Oppenheimer Asset Management sold 124 White Mountains Insurance shares in Q2 2026, an estimated $265K.
- White Mountains Insurance made up 0.03% of Oppenheimer Asset Management's portfolio in Q2 2026, its #498 holding.
- Oppenheimer Asset Management first reported a position in White Mountains Insurance in Q1 2017 and has held it in 38 quarters since.
- Oppenheimer Asset Management's White Mountains Insurance position peaked at $3.25M in Q1 2026.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.