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Phocas Financial Corp’s White Mountains Insurance WTM Stock Holding History

Phocas Financial Corp’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 		$8.46M Sell
4,078
-214
-5% -$458K 1.17% 25
2026
Q1 		$9.43M Sell
4,292
-1,199
-22% -$2.57M 1.48% 10
2025
Q4 		$11.4M Sell
5,491
-14
-0.3% -$27.4K 1.48% 13
2025
Q3 		$9.2M Buy
5,505
+113
+2% +$202K 1.19% 21
2025
Q2 		$9.68M Buy
5,392
+1
+0% +$1.78K 1.39% 17
2025
Q1 		$10.4M Sell
5,391
-311
-5% -$585K 1.59% 10
2024
Q4 		$11.1M Buy
+5,702
New +$10.8M 1.48% 12
2023
Q4 		$7.7M Buy
5,113
+97
+2% +$144K 1.02% 32
2023
Q3 		$7.5M Sell
5,016
-6
-0.1% -$9.21K 1.09% 30
2023
Q2 		$6.97M Sell
5,022
-35
-0.7% -$49.3K 0.95% 34
2023
Q1 		$6.97M Buy
5,057
+51
+1% +$73.1K 1% 35
2022
Q4 		$7.08M Sell
5,006
-1,631
-25% -$2.21M 1.02% 32
2022
Q3 		$8.65M Buy
6,637
+214
+3% +$277K 1.34% 10
2022
Q2 		$8M Sell
6,423
-66
-1% -$76.7K 1.2% 12
2022
Q1 		$7.37M Sell
6,489
-104
-2% -$109K 0.92% 37
2021
Q4 		$6.68M Buy
+6,593
New +$6.96M 0.85% 51

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

Phocas Financial Corp's WTM Position: Q2 2026 in Review

Phocas Financial Corp reduced its White Mountains Insurance (WTM) stake by 5% in Q2 2026, selling an estimated $458K and leaving 4,078 shares worth $8.46M. The position accounts for 1.17% of the portfolio, ranked #25.

Phocas Financial Corp first reported a position in WTM in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.4M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Phocas Financial Corp held 4,078 shares of White Mountains Insurance worth $8.46M as of Q2 2026.
  • Phocas Financial Corp sold 214 White Mountains Insurance shares in Q2 2026, an estimated $458K.
  • White Mountains Insurance made up 1.17% of Phocas Financial Corp's portfolio in Q2 2026, its #25 holding.
  • Phocas Financial Corp first reported a position in White Mountains Insurance in Q4 2021 and has held it in 16 quarters since.
  • Phocas Financial Corp's White Mountains Insurance position peaked at $11.4M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.