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Savant Capital’s White Mountains Insurance WTM Stock Holding History

Savant Capital’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 		$826K Buy
387
+188
+94% +$402K ﹤0.01% 964
2026
Q1 		$437K Buy
199
+19
+11% +$40.7K ﹤0.01% 977
2025
Q4 		$374K Sell
180
-3
-2% -$5.87K ﹤0.01% 947
2025
Q3 		$306K Sell
183
-4
-2% -$7.14K ﹤0.01% 1027
2025
Q2 		$336K Buy
187
+43
+30% +$76.5K ﹤0.01% 910
2025
Q1 		$277K Buy
144
+1
+0.7% +$1.88K ﹤0.01% 872
2024
Q4 		$278K Buy
143
+13
+10% +$24.6K ﹤0.01% 1148
2024
Q3 		$221K Buy
130
+3
+2% +$5.23K ﹤0.01% 1236
2024
Q2 		$231K Buy
127
+5
+4% +$8.84K ﹤0.01% 1083
2024
Q1 		$219K Buy
+122
New +$205K ﹤0.01% 1003

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

Savant Capital's WTM Position: Q2 2026 in Review

Savant Capital increased its White Mountains Insurance (WTM) stake by 94% in Q2 2026, buying an estimated $402K and bringing the position to 387 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Savant Capital first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Savant Capital held 387 shares of White Mountains Insurance worth $826K as of Q2 2026.
  • Savant Capital bought 188 White Mountains Insurance shares in Q2 2026, an estimated $402K.
  • White Mountains Insurance made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #964 holding.
  • Savant Capital first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.