SAG
WTM icon

SageView Advisory Group’s White Mountains Insurance WTM Stock Holding History

SageView Advisory Group’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 		– Sell
-4
Closed -$8.31K – 2445
2025
Q4 		$8.31K Buy
+4
New +$7.82K ﹤0.01% 1783

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

SageView Advisory Group's WTM Position: Q1 2026 in Review

SageView Advisory Group sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 4 shares — an estimated $8.31K sold.

SageView Advisory Group first reported a position in WTM in Q4 2025 and held it in 1 quarter. The position peaked at $8.31K in Q4 2025. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • SageView Advisory Group reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4 White Mountains Insurance shares in Q1 2026, an estimated $8.31K.
  • SageView Advisory Group first reported a position in White Mountains Insurance in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's White Mountains Insurance position peaked at $8.31K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.