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Smartleaf Asset Management’s White Mountains Insurance WTM Stock Holding History

Smartleaf Asset 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
Q2 		$31.4K Hold
15
– – ﹤0.01% 1767
2026
Q1 		$32.9K Buy
15
+1
+7% +$2.14K ﹤0.01% 1698
2025
Q4 		$29.1K Buy
14
+7
+100% +$13.7K ﹤0.01% 1829
2025
Q3 		$11.7K Hold
7
– – ﹤0.01% 2048
2025
Q2 		$12.5K Buy
7
+3
+75% +$5.34K ﹤0.01% 1747
2025
Q1 		$7.61K Sell
4
-2
-33% -$3.77K ﹤0.01% 2031
2024
Q4 		$11.6K Buy
6
+2
+50% +$3.78K ﹤0.01% 1933
2024
Q3 		$6.8K Buy
4
+3
+300% +$5.23K ﹤0.01% 1981
2024
Q2 		$1.77K Hold
1
– – ﹤0.01% 2269
2024
Q1 		$1.8K Buy
+1
New +$1.68K ﹤0.01% 1496

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

Smartleaf Asset Management's WTM Position: Q2 2026 in Review

Smartleaf Asset Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 15 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Smartleaf Asset Management first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.9K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Smartleaf Asset Management held 15 shares of White Mountains Insurance worth $31.4K as of Q2 2026.
  • Smartleaf Asset Management left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1767 holding.
  • Smartleaf Asset Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's White Mountains Insurance position peaked at $32.9K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.