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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
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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RRAM
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Fuller & Thaler Asset Management
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CB
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WCM
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FMI
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Root Financial Partners's WTM Position: Q2 2026 in Review

Root Financial Partners sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 4 shares — an estimated $8.79K sold.

Root Financial Partners first reported a position in WTM in Q3 2025 and held it in 3 quarters. The position peaked at $16.6K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Root Financial Partners reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 White Mountains Insurance shares in Q2 2026, an estimated $8.79K.
  • Root Financial Partners first reported a position in White Mountains Insurance in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's White Mountains Insurance position peaked at $16.6K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.