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Stratos Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Stratos Wealth Partners’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 		$236K Buy
+114
New +$244K ﹤0.01% 1540
2025
Q1 		– Sell
-110
Closed -$214K – 1511
2024
Q4 		$214K Buy
+110
New +$208K ﹤0.01% 1323

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
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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

Stratos Wealth Partners's WTM Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in White Mountains Insurance (WTM) in Q2 2026: 114 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in WTM as recently as Q4 2024.

Stratos Wealth Partners first reported a position in WTM in Q4 2024 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Stratos Wealth Partners held 114 shares of White Mountains Insurance worth $236K as of Q2 2026.
  • White Mountains Insurance was a new Stratos Wealth Partners position in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1540 holding.
  • Stratos Wealth Partners first reported a position in White Mountains Insurance in Q4 2024 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.