Shotwell Rutter Baer’s White Mountains Insurance WTM Stock Holding History

Shotwell Rutter Baer’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	$463K	Hold	231	–	–	0.26%	29
2026 Q2	$479K	Sell	231 -11	-5%	-$23.5K	0.26%	30
2026 Q1	$532K	Hold	242	–	–	0.31%	28
2025 Q4	$502K	Sell	242 -28	-10%	-$54.8K	0.3%	30
2025 Q3	$512K	Hold	270	–	–	0.33%	28
2025 Q2	$482K	Hold	270	–	–	0.33%	30
2025 Q1	$478K	Hold	270	–	–	0.42%	24
2024 Q4	$494K	Hold	270	–	–	0.42%	25
2024 Q3	$480K	Sell	270 -30	-10%	-$52.3K	0.39%	24
2024 Q2	$521K	Hold	300	–	–	0.46%	23
2024 Q1	$522K	Sell	300 -138	-32%	-$231K	1.06%	11
2023 Q4	$671K	Buy	+438	New	+$651K	0.64%	22

Other funds holding WTM

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

TIM

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

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shotwell Rutter Baer's WTM Position: Q3 2026 in Review

Shotwell Rutter Baer held its White Mountains Insurance (WTM) position steady in Q3 2026 at 231 shares worth $463K. The position accounts for 0.26% of the portfolio, ranked #29.

Shotwell Rutter Baer first reported a position in WTM in Q4 2023 and has held it in 12 quarters since. The position peaked at $671K in Q4 2023. 45 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Shotwell Rutter Baer held 231 shares of White Mountains Insurance worth $463K as of Q3 2026.
Shotwell Rutter Baer left its White Mountains Insurance share count unchanged in Q3 2026.
White Mountains Insurance made up 0.26% of Shotwell Rutter Baer's portfolio in Q3 2026, its #29 holding.
Shotwell Rutter Baer first reported a position in White Mountains Insurance in Q4 2023 and has held it in 12 quarters since.
Shotwell Rutter Baer's White Mountains Insurance position peaked at $671K in Q4 2023.
45 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.