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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
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
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

Shotwell Rutter Baer's WTM Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its White Mountains Insurance (WTM) stake by 4.5% in Q2 2026, selling an estimated $23.5K and leaving 231 shares worth $479K. The position accounts for 0.26% of the portfolio, ranked #30.

Shotwell Rutter Baer first reported a position in WTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $671K in Q4 2023. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Shotwell Rutter Baer held 231 shares of White Mountains Insurance worth $479K as of Q2 2026.
  • Shotwell Rutter Baer sold 11 White Mountains Insurance shares in Q2 2026, an estimated $23.5K.
  • White Mountains Insurance made up 0.26% of Shotwell Rutter Baer's portfolio in Q2 2026, its #30 holding.
  • Shotwell Rutter Baer first reported a position in White Mountains Insurance in Q4 2023 and has held it in 11 quarters since.
  • Shotwell Rutter Baer's White Mountains Insurance position peaked at $671K in Q4 2023.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.