Sage Investment Counsel’s White Mountains Insurance WTM Stock Holding History

Sage Investment Counsel’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	$415K	Hold	200	–	–	0.42%	63
2026 Q1	$439K	Hold	200	–	–	0.49%	63
2025 Q4	$416K	Hold	200	–	–	0.46%	64
2025 Q3	$334K	Hold	200	–	–	0.37%	72
2025 Q2	$359K	Hold	200	–	–	0.42%	65
2025 Q1	$385K	Hold	200	–	–	0.49%	63
2024 Q4	$389K	Buy	+200	New	+$378K	0.51%	60

Other funds holding WTM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sage Investment Counsel's WTM Position: Q2 2026 in Review

Sage Investment Counsel held its White Mountains Insurance (WTM) position steady in Q2 2026 at 200 shares worth $415K. The position accounts for 0.42% of the portfolio, ranked #63.

Sage Investment Counsel first reported a position in WTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q1 2026. 121 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Sage Investment Counsel held 200 shares of White Mountains Insurance worth $415K as of Q2 2026.
Sage Investment Counsel left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.42% of Sage Investment Counsel's portfolio in Q2 2026, its #63 holding.
Sage Investment Counsel first reported a position in White Mountains Insurance in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's White Mountains Insurance position peaked at $439K in Q1 2026.
121 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.