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Rothschild Investment LLC’s White Mountains Insurance WTM Stock Holding History

Rothschild Investment LLC’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 		$6.22K Sell
3
-5
-63% -$10.7K ﹤0.01% 2160
2026
Q1 		$17.6K Buy
8
+7
+700% +$15K ﹤0.01% 1474
2025
Q4 		$2.08K Hold
1
– – ﹤0.01% 2348
2025
Q3 		$1.67K Buy
+1
New +$1.78K ﹤0.01% 2336

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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Rothschild Investment LLC's WTM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its White Mountains Insurance (WTM) stake by 63% in Q2 2026, selling an estimated $10.7K and leaving 3 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Rothschild Investment LLC first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q1 2026. 166 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Rothschild Investment LLC held 3 shares of White Mountains Insurance worth $6.22K as of Q2 2026.
  • Rothschild Investment LLC sold 5 White Mountains Insurance shares in Q2 2026, an estimated $10.7K.
  • White Mountains Insurance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2160 holding.
  • Rothschild Investment LLC first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's White Mountains Insurance position peaked at $17.6K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.