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Summit Trail Advisors’s White Mountains Insurance WTM Stock Holding History

Summit Trail Advisors’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
Q1 		$1.67M Buy
760
+160
+27% +$343K 0.02% 659
2025
Q4 		$1.25M Sell
600
-228
-28% -$446K 0.02% 689
2025
Q3 		$1.38M Buy
828
+456
+123% +$814K 0.02% 650
2025
Q2 		$668K Sell
372
-114
-23% -$203K 0.01% 622
2025
Q1 		$936K Buy
486
+194
+66% +$365K 0.03% 166
2024
Q4 		$568K Buy
292
+64
+28% +$121K 0.02% 194
2024
Q3 		$387K Sell
228
-13
-5% -$22.7K 0.01% 472
2024
Q2 		$438K Buy
241
+72
+43% +$127K 0.01% 400
2024
Q1 		$303K Sell
169
-2
-1% -$3.35K 0.01% 457
2023
Q4 		$257K Buy
171
+10
+6% +$14.9K 0.01% 434
2023
Q3 		$241K Hold
161
– – 0.01% 447
2023
Q2 		$224K Buy
+161
New +$227K 0.01% 452
2018
Q4 		– Sell
-202
Closed -$189K – 234
2018
Q3 		$189K Buy
202
+11
+6% +$10.2K 0.04% 190
2018
Q2 		$173K Buy
+191
New +$168K 0.06% 151
2018
Q1 		– Sell
-5
Closed -$4K – 1676
2017
Q4 		$4K Buy
+5
New +$4.37K ﹤0.01% 1499

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Summit Trail Advisors's WTM Position: Q1 2026 in Review

Summit Trail Advisors increased its White Mountains Insurance (WTM) stake by 27% in Q1 2026, buying an estimated $343K and bringing the position to 760 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #659.

Summit Trail Advisors first reported a position in WTM in Q4 2017 and has held it in 15 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Summit Trail Advisors held 760 shares of White Mountains Insurance worth $1.67M as of Q1 2026.
  • Summit Trail Advisors bought 160 White Mountains Insurance shares in Q1 2026, an estimated $343K.
  • White Mountains Insurance made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #659 holding.
  • Summit Trail Advisors first reported a position in White Mountains Insurance in Q4 2017 and has held it in 15 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.