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Steph & Co’s White Mountains Insurance WTM Stock Holding History

Steph & Co’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 		$120K Buy
58
+9
+18% +$19.3K 0.03% 127
2026
Q1 		$108K Hold
49
– – 0.03% 136
2025
Q4 		$102K Buy
49
+20
+69% +$39.1K 0.03% 144
2025
Q3 		$48.5K Buy
29
+3
+12% +$5.35K 0.01% 198
2025
Q2 		$46.7K Buy
+26
New +$46.2K 0.02% 191

Other funds holding WTM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $206M AUM

Steph & Co's WTM Position: Q2 2026 in Review

Steph & Co increased its White Mountains Insurance (WTM) stake by 18% in Q2 2026, buying an estimated $19.3K and bringing the position to 58 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #127.

Steph & Co first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Steph & Co held 58 shares of White Mountains Insurance worth $120K as of Q2 2026.
  • Steph & Co bought 9 White Mountains Insurance shares in Q2 2026, an estimated $19.3K.
  • White Mountains Insurance made up 0.03% of Steph & Co's portfolio in Q2 2026, its #127 holding.
  • Steph & Co first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.