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Principal Securities’s White Mountains Insurance WTM Stock Holding History

Principal Securities’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 		$415K Sell
200
-15
-7% -$32.1K 0.01% 1165
2026
Q1 		$472K Sell
215
-1
-0.5% -$2.14K 0.01% 1001
2025
Q4 		$449K Buy
216
+6
+3% +$11.7K 0.01% 976
2025
Q3 		$351K Buy
210
+10
+5% +$17.8K 0.01% 1054
2025
Q2 		$359K Buy
200
+15
+8% +$26.7K 0.01% 995
2025
Q1 		$360K Hold
185
– – 0.01% 895
2024
Q4 		$360K Buy
185
+12
+7% +$22.7K 0.01% 891
2024
Q3 		$293K Buy
173
+24
+16% +$41.8K 0.01% 942
2024
Q2 		$271K Buy
149
+27
+22% +$47.8K 0.01% 922
2024
Q1 		$219K Buy
122
+16
+15% +$26.8K 0.01% 977
2023
Q4 		$160K Buy
+106
New +$158K 0.01% 1004

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

Principal Securities's WTM Position: Q2 2026 in Review

Principal Securities reduced its White Mountains Insurance (WTM) stake by 7% in Q2 2026, selling an estimated $32.1K and leaving 200 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1165.

Principal Securities first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $472K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Principal Securities held 200 shares of White Mountains Insurance worth $415K as of Q2 2026.
  • Principal Securities sold 15 White Mountains Insurance shares in Q2 2026, an estimated $32.1K.
  • White Mountains Insurance made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1165 holding.
  • Principal Securities first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's White Mountains Insurance position peaked at $472K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.