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

Private Wealth Management 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 		$4.15K Hold
2
– – ﹤0.01% 922
2026
Q1 		$4.39K Hold
2
– – ﹤0.01% 823
2025
Q4 		$4.16K Hold
2
– – ﹤0.01% 846
2025
Q3 		$3.34K Hold
2
– – ﹤0.01% 944
2025
Q2 		$3.59K Hold
2
– – ﹤0.01% 888
2025
Q1 		$3.85K Hold
2
– – ﹤0.01% 820
2024
Q4 		$3.89K Hold
2
– – ﹤0.01% 846
2024
Q3 		$3.39K Hold
2
– – ﹤0.01% 876
2024
Q2 		$3.63K Hold
2
– – ﹤0.01% 842
2024
Q1 		$3.59K Hold
2
– – ﹤0.01% 742
2023
Q4 		$3.01K Buy
+2
New +$2.97K ﹤0.01% 806

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 Management Group's WTM Position: Q2 2026 in Review

Private Wealth Management Group held its White Mountains Insurance (WTM) position steady in Q2 2026 at 2 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Private Wealth Management Group first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.39K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Private Wealth Management Group held 2 shares of White Mountains Insurance worth $4.15K as of Q2 2026.
  • Private Wealth Management Group left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #922 holding.
  • Private Wealth Management Group first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's White Mountains Insurance position peaked at $4.39K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

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