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Park Avenue Securities’s White Mountains Insurance WTM Stock Holding History

Park Avenue Securities’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 		$1.4M Sell
674
-29
-4% -$62.1K 0.01% 816
2026
Q1 		$1.54M Sell
703
-58
-8% -$124K 0.01% 653
2025
Q4 		$1.58M Buy
761
+59
+8% +$115K 0.01% 630
2025
Q3 		$1.17M Buy
702
+65
+10% +$116K 0.01% 815
2025
Q2 		$1.14M Buy
+637
New +$1.13M 0.01% 723
2025
Q1 		– Sell
-598
Closed -$1.16M – 1543
2024
Q4 		$1.16M Buy
598
+71
+13% +$134K 0.01% 685
2024
Q3 		$894K Sell
527
-38
-7% -$66.3K 0.01% 730
2024
Q2 		$1.03M Buy
565
+38
+7% +$67.2K 0.01% 658
2024
Q1 		$946K Buy
527
+2
+0.4% +$3.35K 0.01% 695
2023
Q4 		$790K Buy
525
+25
+5% +$37.2K 0.01% 720
2023
Q3 		$748K Buy
+500
New +$768K 0.01% 681
2023
Q1 		– Sell
-306
Closed -$433K – 1174
2022
Q4 		$433K Buy
306
+21
+7% +$28.5K 0.01% 834
2022
Q3 		$371K Buy
285
+42
+17% +$54.3K 0.01% 833
2022
Q2 		$303K Buy
+243
New +$282K 0.01% 914

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

Park Avenue Securities's WTM Position: Q2 2026 in Review

Park Avenue Securities reduced its White Mountains Insurance (WTM) stake by 4.1% in Q2 2026, selling an estimated $62.1K and leaving 674 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #816.

Park Avenue Securities first reported a position in WTM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Park Avenue Securities held 674 shares of White Mountains Insurance worth $1.4M as of Q2 2026.
  • Park Avenue Securities sold 29 White Mountains Insurance shares in Q2 2026, an estimated $62.1K.
  • White Mountains Insurance made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #816 holding.
  • Park Avenue Securities first reported a position in White Mountains Insurance in Q2 2022 and has held it in 14 quarters since.
  • Park Avenue Securities's White Mountains Insurance position peaked at $1.58M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.