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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
Q2 		$1.69M Buy
817
+57
+8% +$122K 0.02% 709
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 $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

Summit Trail Advisors's WTM Position: Q2 2026 in Review

Summit Trail Advisors increased its White Mountains Insurance (WTM) stake by 7.5% in Q2 2026, buying an estimated $122K and bringing the position to 817 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #709.

Summit Trail Advisors first reported a position in WTM in Q4 2017 and has held it in 16 quarters since. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Summit Trail Advisors held 817 shares of White Mountains Insurance worth $1.69M as of Q2 2026.
  • Summit Trail Advisors bought 57 White Mountains Insurance shares in Q2 2026, an estimated $122K.
  • White Mountains Insurance made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #709 holding.
  • Summit Trail Advisors first reported a position in White Mountains Insurance in Q4 2017 and has held it in 16 quarters since.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.