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 Q3	$965K	Hold	481	–	–	0.1%	127
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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sendero Wealth Management's WTM Position: Q3 2026 in Review

Sendero Wealth Management held its White Mountains Insurance (WTM) position steady in Q3 2026 at 481 shares worth $965K. The position accounts for 0.1% of the portfolio, ranked #127.

Sendero Wealth Management first reported a position in WTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2026. 67 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Sendero Wealth Management held 481 shares of White Mountains Insurance worth $965K as of Q3 2026.
Sendero Wealth Management left its White Mountains Insurance share count unchanged in Q3 2026.
White Mountains Insurance made up 0.1% of Sendero Wealth Management's portfolio in Q3 2026, its #127 holding.
Sendero Wealth Management first reported a position in White Mountains Insurance in Q2 2023 and has held it in 14 quarters since.
Sendero Wealth Management's White Mountains Insurance position peaked at $1.23M in Q1 2026.
67 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.