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&Partners’s White Mountains Insurance WTM Stock Holding History

&Partners’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 		$1.14M Sell
551
-47
-8% -$101K ﹤0.01% 1339
2026
Q1 		$1.31M Sell
598
-40
-6% -$85.6K 0.01% 1149
2025
Q4 		$1.33M Buy
638
+15
+2% +$29.3K 0.01% 1069
2025
Q3 		$1.04M Sell
623
-14
-2% -$25K 0.01% 1072
2025
Q2 		$1.14M Buy
637
+241
+61% +$429K 0.01% 922
2025
Q1 		$757K Buy
396
+16
+4% +$30.1K 0.01% 933
2024
Q4 		$735K Buy
380
+84
+28% +$159K 0.01% 896
2024
Q3 		$502K Buy
+296
New +$516K 0.01% 871

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

&Partners's WTM Position: Q2 2026 in Review

&Partners reduced its White Mountains Insurance (WTM) stake by 7.9% in Q2 2026, selling an estimated $101K and leaving 551 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

&Partners first reported a position in WTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • &Partners held 551 shares of White Mountains Insurance worth $1.14M as of Q2 2026.
  • &Partners sold 47 White Mountains Insurance shares in Q2 2026, an estimated $101K.
  • White Mountains Insurance made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1339 holding.
  • &Partners first reported a position in White Mountains Insurance in Q3 2024 and has held it in 8 quarters since.
  • &Partners's White Mountains Insurance position peaked at $1.33M in Q4 2025.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.