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Sagespring Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Sagespring Wealth 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
-101
Closed -$221K – 874
2026
Q1 		$221K Sell
101
-4
-4% -$8.56K ﹤0.01% 757
2025
Q4 		$218K Sell
105
-27
-20% -$52.8K ﹤0.01% 737
2025
Q3 		$221K Sell
132
-1
-0.8% -$1.78K ﹤0.01% 699
2025
Q2 		$239K Sell
133
-4
-3% -$7.11K 0.01% 646
2025
Q1 		$264K Buy
137
+23
+20% +$43.3K 0.01% 557
2024
Q4 		$222K Buy
+114
New +$215K 0.01% 564

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Sagespring Wealth Partners's WTM Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 101 shares — an estimated $221K sold.

Sagespring Wealth Partners first reported a position in WTM in Q4 2024 and held it in 6 quarters. The position peaked at $264K in Q1 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 101 White Mountains Insurance shares in Q2 2026, an estimated $221K.
  • Sagespring Wealth Partners first reported a position in White Mountains Insurance in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's White Mountains Insurance position peaked at $264K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.