TD Asset Management’s White Mountains Insurance WTM Stock Holding History

TD Asset Management’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	$1.06M	Sell	512 -420	-45%	-$899K	﹤0.01%	1086
2026 Q1	$2.05M	Sell	932 -68	-7%	-$146K	﹤0.01%	960
2025 Q4	$2.08M	Sell	1,000 -166	-14%	-$325K	﹤0.01%	972
2025 Q3	$1.95M	Sell	1,166 -452	-28%	-$807K	﹤0.01%	979
2025 Q2	$2.91M	Buy	1,618 +26	+2%	+$46.2K	﹤0.01%	856
2025 Q1	$3.07M	Buy	1,592 +212	+15%	+$399K	﹤0.01%	865
2024 Q4	$2.68M	Buy	1,380 +80	+6%	+$151K	﹤0.01%	926
2024 Q3	$2.21M	Hold	1,300	–	–	﹤0.01%	993
2024 Q2	$2.36M	Hold	1,300	–	–	﹤0.01%	943
2024 Q1	$2.33M	Hold	1,300	–	–	﹤0.01%	968
2023 Q4	$1.96M	Buy	1,300 +360	+38%	+$535K	﹤0.01%	1019
2023 Q3	$1.41M	Buy	+940	New	+$1.44M	﹤0.01%	1055

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management's WTM Position: Q2 2026 in Review

TD Asset Management reduced its White Mountains Insurance (WTM) stake by 45% in Q2 2026, selling an estimated $899K and leaving 512 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

TD Asset Management first reported a position in WTM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.07M in Q1 2025. 274 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

TD Asset Management held 512 shares of White Mountains Insurance worth $1.06M as of Q2 2026.
TD Asset Management sold 420 White Mountains Insurance shares in Q2 2026, an estimated $899K.
White Mountains Insurance made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #1086 holding.
TD Asset Management first reported a position in White Mountains Insurance in Q3 2023 and has held it in 12 quarters since.
TD Asset Management's White Mountains Insurance position peaked at $3.07M in Q1 2025.
274 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.