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Private Advisor Group’s White Mountains Insurance WTM Stock Holding History

Private Advisor Group’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 		– Sell
-213
Closed -$468K – 2917
2026
Q1 		$468K Hold
213
– – ﹤0.01% 1909
2025
Q4 		$443K Buy
213
+2
+0.9% +$3.91K ﹤0.01% 1905
2025
Q3 		$353K Hold
211
– – ﹤0.01% 1977
2025
Q2 		$379K Sell
211
-3
-1% -$5.34K ﹤0.01% 1840
2025
Q1 		$412K Sell
214
-3
-1% -$5.65K ﹤0.01% 1702
2024
Q4 		$422K Buy
217
+3
+1% +$5.67K ﹤0.01% 1671
2024
Q3 		$363K Buy
214
+1
+0.5% +$1.74K ﹤0.01% 1809
2024
Q2 		$387K Hold
213
– – ﹤0.01% 1712
2024
Q1 		$382K Sell
213
-2
-0.9% -$3.35K ﹤0.01% 1681
2023
Q4 		$324K Sell
215
-2
-0.9% -$2.97K ﹤0.01% 1729
2023
Q3 		$325K Buy
217
+4
+2% +$6.14K ﹤0.01% 1577
2023
Q2 		$329K Buy
+213
New +$300K ﹤0.01% 1570
2020
Q3 		– Sell
-9
Closed -$8K – 3432
2020
Q2 		$8K Buy
+9
New +$8.11K ﹤0.01% 3046

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

Private Advisor Group's WTM Position: Q2 2026 in Review

Private Advisor Group sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 213 shares — an estimated $468K sold.

Private Advisor Group first reported a position in WTM in Q2 2020 and held it in 13 quarters. The position peaked at $468K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Private Advisor Group reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 213 White Mountains Insurance shares in Q2 2026, an estimated $468K.
  • Private Advisor Group first reported a position in White Mountains Insurance in Q2 2020 and held it in 13 quarters.
  • Private Advisor Group's White Mountains Insurance position peaked at $468K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.