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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
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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VPM
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BlackRock
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VCM
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CB
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Fuller & Thaler Asset Management
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Root Financial Partners's WTM Position: Q1 2026 in Review

Root Financial Partners reduced its White Mountains Insurance (WTM) stake by 50% in Q1 2026, selling an estimated $8.56K and leaving 4 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Root Financial Partners first reported a position in WTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Root Financial Partners held 4 shares of White Mountains Insurance worth $8.79K as of Q1 2026.
  • Root Financial Partners sold 4 White Mountains Insurance shares in Q1 2026, an estimated $8.56K.
  • White Mountains Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1736 holding.
  • Root Financial Partners first reported a position in White Mountains Insurance in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's White Mountains Insurance position peaked at $16.6K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.