Raymond James Financial
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Raymond James Financial’s White Mountains Insurance WTM Stock Holding History

Raymond James Financial’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 		$30.8M Sell
14,833
-9,118
-38% -$19.5M 0.01% 1261
2026
Q1 		$52.6M Sell
23,951
-18
-0.1% -$38.5K 0.02% 826
2025
Q4 		$49.8M Sell
23,969
-5,423
-18% -$10.6M 0.02% 825
2025
Q3 		$49.1M Sell
29,392
-1,285
-4% -$2.29M 0.02% 819
2025
Q2 		$55.1M Sell
30,677
-1,047
-3% -$1.86M 0.02% 710
2025
Q1 		$61.1M Sell
31,724
-748
-2% -$1.41M 0.02% 625
2024
Q4 		$63.2M Buy
+32,472
New +$61.4M 0.02% 615

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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

Raymond James Financial's WTM Position: Q2 2026 in Review

Raymond James Financial reduced its White Mountains Insurance (WTM) stake by 38% in Q2 2026, selling an estimated $19.5M and leaving 14,833 shares worth $30.8M. The position accounts for 0.01% of the portfolio, ranked #1261.

Raymond James Financial first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.2M in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Raymond James Financial held 14,833 shares of White Mountains Insurance worth $30.8M as of Q2 2026.
  • Raymond James Financial sold 9,118 White Mountains Insurance shares in Q2 2026, an estimated $19.5M.
  • White Mountains Insurance made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1261 holding.
  • Raymond James Financial first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's White Mountains Insurance position peaked at $63.2M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.