Sequoia Financial Advisors’s White Mountains Insurance WTM Stock Holding History

Sequoia Financial 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	$1.68M	Sell	810 -14	-2%	-$30K	0.01%	705
2026 Q1	$1.81M	Sell	824 -82	-9%	-$176K	0.01%	639
2025 Q4	$1.88M	Buy	906 +88	+11%	+$172K	0.01%	597
2025 Q3	$1.37M	Sell	818 -12	-1%	-$21.4K	0.01%	654
2025 Q2	$1.49M	Buy	830 +4	+0.5%	+$7.11K	0.01%	554
2025 Q1	$1.59M	Sell	826 -91	-10%	-$171K	0.01%	486
2024 Q4	$1.78M	Buy	917 +33	+4%	+$62.4K	0.02%	433
2024 Q3	$1.5M	Buy	884 +689	+353%	+$1.2M	0.02%	443
2024 Q2	$354K	Hold	195	–	–	﹤0.01%	825
2024 Q1	$350K	Sell	195 -330	-63%	-$553K	﹤0.01%	802
2023 Q4	$790K	Buy	525 +329	+168%	+$489K	0.01%	597
2023 Q3	$293K	Hold	196	–	–	0.01%	700
2023 Q2	$272K	Hold	196	–	–	﹤0.01%	736
2023 Q1	$270K	Hold	196	–	–	0.01%	665
2022 Q4	$277K	Buy	+196	New	+$266K	0.01%	612

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

Sequoia Financial Advisors's WTM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its White Mountains Insurance (WTM) stake by 1.7% in Q2 2026, selling an estimated $30K and leaving 810 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #705.

Sequoia Financial Advisors first reported a position in WTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.88M in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Sequoia Financial Advisors held 810 shares of White Mountains Insurance worth $1.68M as of Q2 2026.
Sequoia Financial Advisors sold 14 White Mountains Insurance shares in Q2 2026, an estimated $30K.
White Mountains Insurance made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #705 holding.
Sequoia Financial Advisors first reported a position in White Mountains Insurance in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's White Mountains Insurance position peaked at $1.88M in Q4 2025.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.