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Parsons Capital Management’s White Mountains Insurance WTM Stock Holding History

Parsons Capital Management’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 		$3.91M Sell
1,887
-1
-0.1% -$2.14K 0.18% 124
2026
Q1 		$4.15M Buy
1,888
+16
+0.9% +$34.3K 0.19% 113
2025
Q4 		$3.89M Sell
1,872
-10
-0.5% -$19.6K 0.21% 108
2025
Q3 		$3.15M Sell
1,882
-10
-0.5% -$17.8K 0.18% 125
2025
Q2 		$3.4M Buy
1,892
+384
+25% +$683K 0.21% 110
2025
Q1 		$2.9M Sell
1,508
-15
-1% -$28.2K 0.16% 127
2024
Q4 		$2.96M Buy
1,523
+10
+0.7% +$18.9K 0.16% 121
2024
Q3 		$2.57M Buy
1,513
+40
+3% +$69.7K 0.16% 134
2024
Q2 		$2.68M Buy
1,473
+332
+29% +$587K 0.18% 124
2024
Q1 		$2.05M Buy
1,141
+250
+28% +$419K 0.14% 157
2023
Q4 		$1.34M Buy
891
+91
+11% +$135K 0.1% 187
2023
Q3 		$1.2M Buy
800
+20
+3% +$30.7K 0.09% 185
2023
Q2 		$1.08M Buy
780
+25
+3% +$35.2K 0.08% 207
2023
Q1 		$1.04M Buy
755
+10
+1% +$14.3K 0.08% 204
2022
Q4 		$1.05M Buy
745
+85
+13% +$115K 0.09% 201
2022
Q3 		$860K Hold
660
– – 0.08% 210
2022
Q2 		$822K Sell
660
-20
-3% -$23.2K 0.07% 223
2022
Q1 		$773K Hold
680
– – 0.06% 244
2021
Q4 		$689K Hold
680
– – 0.05% 268
2021
Q3 		$727K Hold
680
– – 0.06% 252
2021
Q2 		$781K Hold
680
– – 0.06% 240
2021
Q1 		$758K Hold
680
– – 0.06% 231
2020
Q4 		$680K Sell
680
-350
-34% -$329K 0.06% 237
2020
Q3 		$802K Buy
+1,030
New +$891K 0.08% 205
2020
Q2 		– Sell
-1,030
Closed -$937K – 340
2020
Q1 		$937K Sell
1,030
-25
-2% -$25.9K 0.12% 157
2019
Q4 		$1.18M Hold
1,055
– – 0.12% 161
2019
Q3 		$1.14M Sell
1,055
-50
-5% -$53.3K 0.12% 163
2019
Q2 		$1.13M Sell
1,105
-50
-4% -$48.1K 0.12% 160
2019
Q1 		$1.07M Hold
1,155
– – 0.12% 171
2018
Q4 		$991K Sell
1,155
-25
-2% -$22.3K 0.12% 161
2018
Q3 		$1.1M Hold
1,180
– – 0.12% 168
2018
Q2 		$1.07M Buy
1,180
+74
+7% +$65.2K 0.12% 165
2018
Q1 		$910K Buy
1,106
+56
+5% +$46.2K 0.11% 183
2017
Q4 		$894K Hold
1,050
– – 0.1% 187
2017
Q3 		$900K Hold
1,050
– – 0.11% 188
2017
Q2 		$912K Hold
1,050
– – 0.11% 178
2017
Q1 		$924K Hold
1,050
– – 0.12% 170
2016
Q4 		$878K Hold
1,050
– – 0.12% 169
2016
Q3 		$872K Hold
1,050
– – 0.12% 172
2016
Q2 		$884K Hold
1,050
– – 0.12% 173
2016
Q1 		$843K Hold
1,050
– – 0.12% 176
2015
Q4 		$763K Hold
1,050
– – 0.11% 177
2015
Q3 		$785K Hold
1,050
– – 0.11% 178
2015
Q2 		$688K Hold
1,050
– – 0.09% 204
2015
Q1 		$719K Hold
1,050
– – 0.1% 181
2014
Q4 		$662K Hold
1,050
– – 0.09% 196
2014
Q3 		$662K Hold
1,050
– – 0.09% 194
2014
Q2 		$639K Hold
1,050
– – 0.09% 202
2014
Q1 		$630K Hold
1,050
– – 0.09% 201
2013
Q4 		$633K Hold
1,050
– – 0.1% 191
2013
Q3 		$596K Hold
1,050
– – 0.1% 193
2013
Q2 		$604K Buy
+1,050
New +$613K 0.1% 192

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

Parsons Capital Management's WTM Position: Q2 2026 in Review

Parsons Capital Management reduced its White Mountains Insurance (WTM) stake by 0.05% in Q2 2026, selling an estimated $2.14K and leaving 1,887 shares worth $3.91M. The position accounts for 0.18% of the portfolio, ranked #124.

Parsons Capital Management first reported a position in WTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.15M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Parsons Capital Management held 1,887 shares of White Mountains Insurance worth $3.91M as of Q2 2026.
  • Parsons Capital Management sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up 0.18% of Parsons Capital Management's portfolio in Q2 2026, its #124 holding.
  • Parsons Capital Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 52 quarters since.
  • Parsons Capital Management's White Mountains Insurance position peaked at $4.15M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.