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Ritholtz Wealth Management’s White Mountains Insurance WTM Stock Holding History

Ritholtz Wealth 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 		$261K Sell
126
-70
-36% -$150K ﹤0.01% 1119
2026
Q1 		$431K Buy
196
+1
+0.5% +$2.14K 0.01% 838
2025
Q4 		$405K Sell
195
-13
-6% -$25.4K 0.01% 788
2025
Q3 		$348K Sell
208
-6
-3% -$10.7K 0.01% 793
2025
Q2 		$384K Sell
214
-22
-9% -$39.1K 0.01% 714
2025
Q1 		$454K Sell
236
-4
-2% -$7.53K 0.01% 619
2024
Q4 		$467K Sell
240
-4
-2% -$7.56K 0.01% 583
2024
Q3 		$414K Sell
244
-5
-2% -$8.72K 0.01% 617
2024
Q2 		$453K Sell
249
-17
-6% -$30.1K 0.01% 556
2024
Q1 		$477K Buy
266
+12
+5% +$20.1K 0.02% 535
2023
Q4 		$382K Buy
+254
New +$377K 0.01% 546

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

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

Ritholtz Wealth Management reduced its White Mountains Insurance (WTM) stake by 36% in Q2 2026, selling an estimated $150K and leaving 126 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Ritholtz Wealth Management first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $477K in Q1 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Ritholtz Wealth Management held 126 shares of White Mountains Insurance worth $261K as of Q2 2026.
  • Ritholtz Wealth Management sold 70 White Mountains Insurance shares in Q2 2026, an estimated $150K.
  • White Mountains Insurance made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1119 holding.
  • Ritholtz Wealth Management first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's White Mountains Insurance position peaked at $477K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.