SWM
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Sendero Wealth Management’s White Mountains Insurance WTM Stock Holding History

Sendero Wealth Management’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 		$1.23M Hold
562
– – 0.14% 89
2025
Q4 		$1.17M Hold
562
– – 0.13% 96
2025
Q3 		$939K Buy
562
+143
+34% +$255K 0.11% 108
2025
Q2 		$752K Hold
419
– – 0.09% 120
2025
Q1 		$807K Buy
419
+185
+79% +$348K 0.11% 109
2024
Q4 		$455K Hold
234
– – 0.07% 133
2024
Q3 		$397K Hold
234
– – 0.06% 136
2024
Q2 		$425K Buy
234
+46
+24% +$81.4K 0.07% 128
2024
Q1 		$337K Hold
188
– – 0.06% 136
2023
Q4 		$283K Buy
188
+16
+9% +$23.8K 0.05% 138
2023
Q3 		$257K Buy
172
+27
+19% +$41.5K 0.06% 143
2023
Q2 		$201K Buy
+145
New +$204K 0.04% 147

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Sendero Wealth Management's WTM Position: Q1 2026 in Review

Sendero Wealth Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 562 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #89.

Sendero Wealth Management first reported a position in WTM in Q2 2023 and has held it in 12 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Sendero Wealth Management held 562 shares of White Mountains Insurance worth $1.23M as of Q1 2026.
  • Sendero Wealth Management left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up 0.14% of Sendero Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Sendero Wealth Management first reported a position in White Mountains Insurance in Q2 2023 and has held it in 12 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.