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 Q3	$112K	Sell	56 -2	-3%	-$4.24K	0.03%	128
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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LHP

Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Steph & Co's WTM Position: Q3 2026 in Review

Steph & Co reduced its White Mountains Insurance (WTM) stake by 3.4% in Q3 2026, selling an estimated $4.24K and leaving 56 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #128.

Steph & Co first reported a position in WTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $120K in Q2 2026. 41 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Steph & Co held 56 shares of White Mountains Insurance worth $112K as of Q3 2026.
Steph & Co sold 2 White Mountains Insurance shares in Q3 2026, an estimated $4.24K.
White Mountains Insurance made up 0.03% of Steph & Co's portfolio in Q3 2026, its #128 holding.
Steph & Co first reported a position in White Mountains Insurance in Q2 2025 and has held it in 6 quarters since.
Steph & Co's White Mountains Insurance position peaked at $120K in Q2 2026.
41 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.