SWM
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SHP Wealth Management’s White Mountains Insurance WTM Stock Holding History

SHP 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
Q1 		$2.2K Buy
+1
New +$2.14K ﹤0.01% 1261

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

SHP Wealth Management's WTM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in White Mountains Insurance (WTM) in Q1 2026: 1 share worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • SHP Wealth Management held 1 share of White Mountains Insurance worth $2.2K as of Q1 2026.
  • White Mountains Insurance was a new SHP Wealth Management position in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1261 holding.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.