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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
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

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

Shotwell Rutter Baer's WTM Position: Q1 2026 in Review

Shotwell Rutter Baer held its White Mountains Insurance (WTM) position steady in Q1 2026 at 242 shares worth $532K. The position accounts for 0.31% of the portfolio, ranked #28.

Shotwell Rutter Baer first reported a position in WTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q4 2023. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Shotwell Rutter Baer held 242 shares of White Mountains Insurance worth $532K as of Q1 2026.
  • Shotwell Rutter Baer left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up 0.31% of Shotwell Rutter Baer's portfolio in Q1 2026, its #28 holding.
  • Shotwell Rutter Baer first reported a position in White Mountains Insurance in Q4 2023 and has held it in 10 quarters since.
  • Shotwell Rutter Baer's White Mountains Insurance position peaked at $671K in Q4 2023.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.