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Sanctuary Advisors’s White Mountains Insurance WTM Stock Holding History

Sanctuary Advisors’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 		$803K Sell
387
-31
-7% -$66.3K ﹤0.01% 1617
2026
Q1 		$919K Sell
418
-57
-12% -$122K 0.01% 1386
2025
Q4 		$987K Sell
475
-20
-4% -$39.1K 0.01% 1327
2025
Q3 		$827K Buy
495
+65
+15% +$116K ﹤0.01% 1408
2025
Q2 		$772K Sell
430
-326
-43% -$580K ﹤0.01% 1367
2025
Q1 		$1.46M Sell
756
-93
-11% -$175K 0.01% 937
2024
Q4 		$1.66M Sell
849
-6
-0.7% -$11.3K 0.01% 969
2024
Q3 		$1.7M Buy
855
+111
+15% +$194K 0.01% 966
2024
Q2 		$1.31M Buy
+744
New +$1.32M 0.01% 1039

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

Sanctuary Advisors's WTM Position: Q2 2026 in Review

Sanctuary Advisors reduced its White Mountains Insurance (WTM) stake by 7.4% in Q2 2026, selling an estimated $66.3K and leaving 387 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Sanctuary Advisors first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Sanctuary Advisors held 387 shares of White Mountains Insurance worth $803K as of Q2 2026.
  • Sanctuary Advisors sold 31 White Mountains Insurance shares in Q2 2026, an estimated $66.3K.
  • White Mountains Insurance made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1617 holding.
  • Sanctuary Advisors first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's White Mountains Insurance position peaked at $1.7M in Q3 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.