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Riverwater Partners’s White Mountains Insurance WTM Stock Holding History

Riverwater Partners’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 		$328K Sell
158
-26
-14% -$55.6K 0.1% 174
2026
Q1 		$404K Sell
184
-6
-3% -$12.8K 0.13% 144
2025
Q4 		$395K Hold
190
– – 0.15% 143
2025
Q3 		$318K Buy
190
+48
+34% +$85.6K 0.13% 177
2025
Q2 		$255K Hold
142
– – 0.12% 183
2025
Q1 		$273K Buy
+142
New +$267K 0.14% 171

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

Riverwater Partners's WTM Position: Q2 2026 in Review

Riverwater Partners reduced its White Mountains Insurance (WTM) stake by 14% in Q2 2026, selling an estimated $55.6K and leaving 158 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #174.

Riverwater Partners first reported a position in WTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $404K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Riverwater Partners held 158 shares of White Mountains Insurance worth $328K as of Q2 2026.
  • Riverwater Partners sold 26 White Mountains Insurance shares in Q2 2026, an estimated $55.6K.
  • White Mountains Insurance made up 0.1% of Riverwater Partners's portfolio in Q2 2026, its #174 holding.
  • Riverwater Partners first reported a position in White Mountains Insurance in Q1 2025 and has held it in 6 quarters since.
  • Riverwater Partners's White Mountains Insurance position peaked at $404K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.