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Sachetta’s White Mountains Insurance WTM Stock Holding History

Sachetta’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 		$4.15K Buy
+2
New +$4.28K ﹤0.01% 701
2024
Q4 		– Sell
-5
Closed -$8.48K – 1285
2024
Q3 		$8.48K Sell
5
-1
-17% -$1.74K ﹤0.01% 507
2024
Q2 		$10.6K Buy
6
+1
+20% +$1.77K ﹤0.01% 427
2024
Q1 		$7.53K Hold
5
– – ﹤0.01% 462
2023
Q4 		$7.53K Buy
+5
New +$7.43K ﹤0.01% 462

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sachetta's WTM Position: Q2 2026 in Review

Sachetta opened a new position in White Mountains Insurance (WTM) in Q2 2026: 2 shares worth $4.15K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Sachetta previously reported a position in WTM as recently as Q3 2024.

Sachetta first reported a position in WTM in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.6K in Q2 2024. 38 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Sachetta held 2 shares of White Mountains Insurance worth $4.15K as of Q2 2026.
  • White Mountains Insurance was a new Sachetta position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #701 holding.
  • Sachetta first reported a position in White Mountains Insurance in Q4 2023 and has held it in 5 quarters since.
  • Sachetta's White Mountains Insurance position peaked at $10.6K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.