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Private Trust Company’s White Mountains Insurance WTM Stock Holding History

Private Trust Company’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 		$29K Hold
14
– – ﹤0.01% 1618
2026
Q1 		$30.8K Sell
14
-1
-7% -$2.14K ﹤0.01% 1505
2025
Q4 		$31.2K Hold
15
– – ﹤0.01% 1465
2025
Q3 		$25.1K Buy
15
+1
+7% +$1.78K ﹤0.01% 1545
2025
Q2 		$25.1K Sell
14
-1
-7% -$1.78K ﹤0.01% 1483
2025
Q1 		$28.9K Buy
15
+7
+88% +$13.2K ﹤0.01% 1410
2024
Q4 		$15.6K Buy
8
+3
+60% +$5.67K ﹤0.01% 1576
2024
Q3 		$8.48K Hold
5
– – ﹤0.01% 1784
2024
Q2 		$9.09K Hold
5
– – ﹤0.01% 1719
2024
Q1 		$8.97K Sell
5
-1
-17% -$1.68K ﹤0.01% 1700
2023
Q4 		$9.03K Hold
6
– – ﹤0.01% 1688
2023
Q3 		$8.97K Hold
6
– – ﹤0.01% 1639
2023
Q2 		$8.33K Hold
6
– – ﹤0.01% 1692
2023
Q1 		$8.27K Hold
6
– – ﹤0.01% 1652
2022
Q4 		$8K Hold
6
– – ﹤0.01% 1658
2022
Q3 		$8K Hold
6
– – ﹤0.01% 1549
2022
Q2 		$7K Buy
+6
New +$6.97K ﹤0.01% 1654

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 Trust Company's WTM Position: Q2 2026 in Review

Private Trust Company held its White Mountains Insurance (WTM) position steady in Q2 2026 at 14 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Private Trust Company first reported a position in WTM in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.2K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Private Trust Company held 14 shares of White Mountains Insurance worth $29K as of Q2 2026.
  • Private Trust Company left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1618 holding.
  • Private Trust Company first reported a position in White Mountains Insurance in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's White Mountains Insurance position peaked at $31.2K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.