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Steward Partners Investment Advisory’s White Mountains Insurance WTM Stock Holding History

Steward Partners Investment Advisory’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 		$74.6K Sell
36
-19
-35% -$40.7K ﹤0.01% 2744
2026
Q1 		$121K Buy
55
+5
+10% +$10.7K ﹤0.01% 2271
2025
Q4 		$104K Buy
50
+3
+6% +$5.87K ﹤0.01% 2268
2025
Q3 		$78.6K Sell
47
-58
-55% -$103K ﹤0.01% 2375
2025
Q2 		$189K Buy
105
+6
+6% +$10.7K ﹤0.01% 1792
2025
Q1 		$191K Hold
99
– – ﹤0.01% 1670
2024
Q4 		$193K Buy
99
+24
+32% +$45.3K ﹤0.01% 1639
2024
Q3 		$127K Hold
75
– – ﹤0.01% 1762
2024
Q2 		$136K Hold
75
– – ﹤0.01% 1637
2024
Q1 		$135K Hold
75
– – ﹤0.01% 1610
2023
Q4 		$113K Hold
75
– – ﹤0.01% 1629
2023
Q3 		$112K Hold
75
– – ﹤0.01% 1525
2023
Q2 		$104K Hold
75
– – ﹤0.01% 1565
2023
Q1 		$103K Hold
75
– – ﹤0.01% 1578
2022
Q4 		$106K Hold
75
– – ﹤0.01% 1519
2022
Q3 		$98K Hold
75
– – ﹤0.01% 1507
2022
Q2 		$93K Hold
75
– – ﹤0.01% 1527
2022
Q1 		$85K Hold
75
– – ﹤0.01% 1672
2021
Q4 		$76K Hold
75
– – ﹤0.01% 1716
2021
Q3 		$80K Hold
75
– – ﹤0.01% 1659
2021
Q2 		$86K Sell
75
-13
-15% -$15.2K ﹤0.01% 2464
2021
Q1 		$98.1K Buy
88
+9
+11% +$10.1K ﹤0.01% 1638
2020
Q4 		$79K Buy
79
+4
+5% +$3.76K ﹤0.01% 1467
2020
Q3 		$58K Hold
75
– – ﹤0.01% 1439
2020
Q2 		$67K Hold
75
– – ﹤0.01% 1299
2020
Q1 		$68K Hold
75
– – ﹤0.01% 1154
2019
Q4 		$83K Hold
75
– – ﹤0.01% 1197
2019
Q3 		$81K Hold
75
– – ﹤0.01% 1172
2019
Q2 		$76K Buy
+75
New +$72.1K ﹤0.01% 1175

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

Steward Partners Investment Advisory's WTM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its White Mountains Insurance (WTM) stake by 35% in Q2 2026, selling an estimated $40.7K and leaving 36 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Steward Partners Investment Advisory first reported a position in WTM in Q2 2019 and has held it in 29 quarters since. The position peaked at $193K in Q4 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Steward Partners Investment Advisory held 36 shares of White Mountains Insurance worth $74.6K as of Q2 2026.
  • Steward Partners Investment Advisory sold 19 White Mountains Insurance shares in Q2 2026, an estimated $40.7K.
  • White Mountains Insurance made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2744 holding.
  • Steward Partners Investment Advisory first reported a position in White Mountains Insurance in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's White Mountains Insurance position peaked at $193K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.