PWPS
WTM icon

Pinnacle Wealth Planning Services’s White Mountains Insurance WTM Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.29K Sell
4
-2
-33% -$4.28K ﹤0.01% 2134
2026
Q1 		$13.2K Buy
6
+2
+50% +$4.28K ﹤0.01% 1891
2025
Q4 		$8.31K Buy
+4
New +$7.82K ﹤0.01% 2084
2021
Q1 		– Sell
-4
Closed -$4K – 1971
2020
Q4 		$4K Buy
+4
New +$3.76K ﹤0.01% 1764

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

Pinnacle Wealth Planning Services's WTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its White Mountains Insurance (WTM) stake by 33% in Q2 2026, selling an estimated $4.28K and leaving 4 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Pinnacle Wealth Planning Services first reported a position in WTM in Q4 2020 and has held it in 4 quarters since. The position peaked at $13.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4 shares of White Mountains Insurance worth $8.29K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2134 holding.
  • Pinnacle Wealth Planning Services first reported a position in White Mountains Insurance in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's White Mountains Insurance position peaked at $13.2K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.