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Pinnacle Associates’s White Mountains Insurance WTM Stock Holding History

Pinnacle Associates’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 		$267K Buy
129
+1
+0.8% +$2.14K ﹤0.01% 843
2026
Q1 		$281K Buy
128
+1
+0.8% +$2.14K ﹤0.01% 821
2025
Q4 		$264K Hold
127
– – ﹤0.01% 833
2025
Q3 		$212K Hold
127
– – ﹤0.01% 827
2025
Q2 		$228K Sell
127
-50
-28% -$88.9K ﹤0.01% 796
2025
Q1 		$341K Hold
177
– – 0.01% 689
2024
Q4 		$344K Hold
177
– – ﹤0.01% 683
2024
Q3 		$266K Hold
177
– – ﹤0.01% 709
2024
Q2 		$322K Hold
177
– – 0.01% 675
2024
Q1 		$318K Hold
177
– – 0.01% 687
2023
Q4 		$266K Sell
177
-4
-2% -$5.95K ﹤0.01% 719
2023
Q3 		$271K Hold
181
– – 0.01% 689
2023
Q2 		$251K Buy
+181
New +$255K ﹤0.01% 727

Other funds holding WTM

Dimensional Fund Advisors
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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

Pinnacle Associates's WTM Position: Q2 2026 in Review

Pinnacle Associates increased its White Mountains Insurance (WTM) stake by 0.78% in Q2 2026, buying an estimated $2.14K and bringing the position to 129 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Pinnacle Associates first reported a position in WTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $344K in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Pinnacle Associates held 129 shares of White Mountains Insurance worth $267K as of Q2 2026.
  • Pinnacle Associates bought 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #843 holding.
  • Pinnacle Associates first reported a position in White Mountains Insurance in Q2 2023 and has held it in 13 quarters since.
  • Pinnacle Associates's White Mountains Insurance position peaked at $344K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.