PWAM
WTM icon

Private Wealth Asset Management’s White Mountains Insurance WTM Stock Holding History

Private Wealth Asset Management’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 		$14.5K Hold
7
– – ﹤0.01% 634
2026
Q1 		$15.4K Hold
7
– – ﹤0.01% 612
2025
Q4 		$14.5K Hold
7
– – ﹤0.01% 602
2025
Q3 		$11.7K Hold
7
– – ﹤0.01% 621
2025
Q2 		$12.6K Hold
7
– – ﹤0.01% 618
2025
Q1 		$13.5K Buy
+7
New +$13.2K ﹤0.01% 574

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 Wealth Asset Management's WTM Position: Q2 2026 in Review

Private Wealth Asset Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 7 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Private Wealth Asset Management first reported a position in WTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.4K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Private Wealth Asset Management held 7 shares of White Mountains Insurance worth $14.5K as of Q2 2026.
  • Private Wealth Asset Management left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #634 holding.
  • Private Wealth Asset Management first reported a position in White Mountains Insurance in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's White Mountains Insurance position peaked at $15.4K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.