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 Q2	$997K	Sell	481 -81	-14%	-$173K	0.1%	123
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Sendero Wealth Management's WTM Position: Q2 2026 in Review

Sendero Wealth Management reduced its White Mountains Insurance (WTM) stake by 14% in Q2 2026, selling an estimated $173K and leaving 481 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #123.

Sendero Wealth Management first reported a position in WTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Sendero Wealth Management held 481 shares of White Mountains Insurance worth $997K as of Q2 2026.
Sendero Wealth Management sold 81 White Mountains Insurance shares in Q2 2026, an estimated $173K.
White Mountains Insurance made up 0.1% of Sendero Wealth Management's portfolio in Q2 2026, its #123 holding.
Sendero Wealth Management first reported a position in White Mountains Insurance in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's White Mountains Insurance position peaked at $1.23M in Q1 2026.
357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.