Stifel Financial’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.56M | Sell |
1,235
-59
| -5% | -$126K | ﹤0.01% | 1901 |
|
|
2026
Q1 | $2.84M | Sell |
1,294
-18
| -1% | -$38.5K | ﹤0.01% | 1703 |
|
|
2025
Q4 | $2.73M | Sell |
1,312
-4
| -0.3% | -$7.82K | ﹤0.01% | 1725 |
|
|
2025
Q3 | $2.2M | Sell |
1,316
-28
| -2% | -$50K | ﹤0.01% | 1839 |
|
|
2025
Q2 | $2.41M | Sell |
1,344
-61
| -4% | -$108K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $2.71M | Sell |
1,405
-106
| -7% | -$200K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $2.94M | Sell |
1,511
-37
| -2% | -$69.9K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $2.63M | Sell |
1,548
-103
| -6% | -$180K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $3M | Buy |
1,651
+14
| +0.9% | +$24.8K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $2.94M | Sell |
1,637
-32
| -2% | -$53.6K | ﹤0.01% | 1463 |
|
|
2023
Q4 | $2.51M | Buy |
1,669
+72
| +5% | +$107K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $2.39M | Sell |
1,597
-158
| -9% | -$243K | ﹤0.01% | 1463 |
|
|
2023
Q2 | $2.44M | Sell |
1,755
-44
| -2% | -$61.9K | ﹤0.01% | 1484 |
|
|
2023
Q1 | $2.48M | Sell |
1,799
-10
| -0.6% | -$14.3K | ﹤0.01% | 1434 |
|
|
2022
Q4 | $2.56M | Sell |
1,809
-121
| -6% | -$164K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $2.52M | Sell |
1,930
-15
| -0.8% | -$19.4K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $2.42M | Sell |
1,945
-67
| -3% | -$77.8K | ﹤0.01% | 1377 |
|
|
2022
Q1 | $2.29M | Buy |
2,012
+19
| +1% | +$19.9K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $2.02M | Buy |
1,993
+7
| +0.4% | +$7.39K | ﹤0.01% | 1604 |
|
|
2021
Q3 | $2.12M | Buy |
1,986
+61
| +3% | +$68.1K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $2.21M | Sell |
1,925
-81
| -4% | -$94.6K | ﹤0.01% | 1540 |
|
|
2021
Q1 | $2.24M | Sell |
2,006
-93
| -4% | -$104K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $2.1M | Buy |
2,099
+134
| +7% | +$126K | ﹤0.01% | 1359 |
|
|
2020
Q3 | $1.53M | Buy |
1,965
+58
| +3% | +$50.1K | ﹤0.01% | 1363 |
|
|
2020
Q2 | $1.69M | Sell |
1,907
-421
| -18% | -$379K | ﹤0.01% | 1249 |
|
|
2020
Q1 | $2.12M | Buy |
2,328
+38
| +2% | +$39.3K | 0.01% | 1016 |
|
|
2019
Q4 | $2.55M | Sell |
2,290
-176
| -7% | -$192K | 0.01% | 1184 |
|
|
2019
Q3 | $2.66M | Sell |
2,466
-374
| -13% | -$399K | 0.01% | 1128 |
|
|
2019
Q2 | $2.86M | Buy |
2,840
+124
| +5% | +$119K | 0.01% | 1121 |
|
|
2019
Q1 | $2.51M | Sell |
2,716
-78
| -3% | -$70.7K | 0.01% | 1127 |
|
|
2018
Q4 | $2.39M | Sell |
2,794
-82
| -3% | -$73.1K | 0.01% | 1073 |
|
|
2018
Q3 | $2.69M | Buy |
2,876
+5
| +0.2% | +$4.63K | 0.01% | 1109 |
|
|
2018
Q2 | $2.6M | Sell |
2,871
-106
| -4% | -$93.4K | 0.01% | 1076 |
|
|
2018
Q1 | $2.45M | Sell |
2,977
-143
| -5% | -$118K | 0.01% | 1059 |
|
|
2017
Q4 | $2.66M | Sell |
3,120
-272
| -8% | -$238K | 0.01% | 1028 |
|
|
2017
Q3 | $2.9M | Sell |
3,392
-404
| -11% | -$347K | 0.01% | 955 |
|
|
2017
Q2 | $3.3M | Sell |
3,796
-715
| -16% | -$620K | 0.01% | 879 |
|
|
2017
Q1 | $3.96M | Sell |
4,511
-287
| -6% | -$257K | 0.02% | 801 |
|
|
2016
Q4 | $4.03M | Sell |
4,798
-66
| -1% | -$55.3K | 0.02% | 742 |
|
|
2016
Q3 | $4.03M | Sell |
4,864
-792
| -14% | -$653K | 0.02% | 716 |
|
|
2016
Q2 | $4.74M | Sell |
5,656
-67
| -1% | -$54.7K | 0.02% | 632 |
|
|
2016
Q1 | $4.59M | Sell |
5,723
-279
| -5% | -$209K | 0.02% | 573 |
|
|
2015
Q4 | $4.36M | Sell |
6,002
-17
| -0.3% | -$13K | 0.02% | 617 |
|
|
2015
Q3 | $4.5M | Sell |
6,019
-375
| -6% | -$270K | 0.03% | 560 |
|
|
2015
Q2 | $4.14M | Buy |
6,394
+1,270
| +25% | +$842K | 0.02% | 655 |
|
|
2015
Q1 | $3.51M | Buy |
5,124
+23
| +0.5% | +$15.2K | 0.02% | 722 |
|
|
2014
Q4 | $3.21M | Sell |
5,101
-247
| -5% | -$157K | 0.02% | 723 |
|
|
2014
Q3 | $3.37M | Buy |
5,348
+108
| +2% | +$67.4K | 0.03% | 602 |
|
|
2014
Q2 | $3.19M | Sell |
5,240
-180
| -3% | -$107K | 0.03% | 615 |
|
|
2014
Q1 | $3.25M | Buy |
+5,420
| New | +$3.16M | 0.03% | 590 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Stifel Financial's WTM Position: Q2 2026 in Review
Stifel Financial reduced its White Mountains Insurance (WTM) stake by 4.6% in Q2 2026, selling an estimated $126K and leaving 1,235 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.
Stifel Financial first reported a position in WTM in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.74M in Q2 2016. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Stifel Financial held 1,235 shares of White Mountains Insurance worth $2.56M as of Q2 2026.
- Stifel Financial sold 59 White Mountains Insurance shares in Q2 2026, an estimated $126K.
- White Mountains Insurance made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1901 holding.
- Stifel Financial first reported a position in White Mountains Insurance in Q1 2014 and has held it in 50 quarters since.
- Stifel Financial's White Mountains Insurance position peaked at $4.74M in Q2 2016.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.