Pathstone Holdings
WTM icon

Pathstone Holdings’s White Mountains Insurance WTM Stock Holding History

Pathstone Holdings’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 		$950K Sell
458
-2
-0.4% -$4.28K ﹤0.01% 1530
2026
Q1 		$1.01M Buy
460
+5
+1% +$10.7K ﹤0.01% 1404
2025
Q4 		$946K Buy
455
+63
+16% +$123K ﹤0.01% 1441
2025
Q3 		$655K Buy
392
+8
+2% +$14.3K ﹤0.01% 1636
2025
Q2 		$690K Buy
384
+30
+8% +$53.4K ﹤0.01% 1566
2025
Q1 		$682K Buy
354
+1
+0.3% +$1.88K ﹤0.01% 1565
2024
Q4 		$686K Hold
353
– – ﹤0.01% 1576
2024
Q3 		$599K Buy
353
+5
+1% +$8.72K ﹤0.01% 1641
2024
Q2 		$632K Buy
348
+26
+8% +$46K ﹤0.01% 1568
2024
Q1 		$578K Buy
322
+52
+19% +$87.2K ﹤0.01% 1613
2023
Q4 		$406K Buy
+270
New +$401K ﹤0.01% 1643

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

Pathstone Holdings's WTM Position: Q2 2026 in Review

Pathstone Holdings reduced its White Mountains Insurance (WTM) stake by 0.43% in Q2 2026, selling an estimated $4.28K and leaving 458 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Pathstone Holdings first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Pathstone Holdings held 458 shares of White Mountains Insurance worth $950K as of Q2 2026.
  • Pathstone Holdings sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1530 holding.
  • Pathstone Holdings first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's White Mountains Insurance position peaked at $1.01M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.