Root Financial Partners
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Root Financial Partners’s White Mountains Insurance WTM Stock Holding History

Root Financial 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
Q3 		$4.01K Buy
+2
New +$4.24K ﹤0.01% 2309
2026
Q2 		– Sell
-4
Closed -$8.79K – 3203
2026
Q1 		$8.79K Sell
4
-4
-50% -$8.56K ﹤0.01% 1736
2025
Q4 		$16.6K Hold
8
– – ﹤0.01% 1270
2025
Q3 		$13.4K Buy
+8
New +$14.3K ﹤0.01% 1315

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Root Financial Partners's WTM Position: Q3 2026 in Review

Root Financial Partners opened a new position in White Mountains Insurance (WTM) in Q3 2026: 2 shares worth $4.01K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WTM as recently as Q1 2026.

Root Financial Partners first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.6K in Q4 2025. 292 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Root Financial Partners held 2 shares of White Mountains Insurance worth $4.01K as of Q3 2026.
  • White Mountains Insurance was a new Root Financial Partners position in Q3 2026.
  • White Mountains Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2309 holding.
  • Root Financial Partners first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's White Mountains Insurance position peaked at $16.6K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.