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

TD Capital 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
Q1 		$4.4K Hold
2
– – ﹤0.01% 574
2025
Q4 		$4.16K Hold
2
– – ﹤0.01% 542
2025
Q3 		$3.35K Hold
2
– – ﹤0.01% 528
2025
Q2 		$3.59K Hold
2
– – ﹤0.01% 523
2025
Q1 		$3.85K Hold
2
– – ﹤0.01% 410
2024
Q4 		$3.89K Hold
2
– – ﹤0.01% 375
2024
Q3 		$3.39K Hold
2
– – ﹤0.01% 368
2024
Q2 		$3.63K Hold
2
– – ﹤0.01% 336
2024
Q1 		$3.59K Buy
+2
New +$3.35K ﹤0.01% 351

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

TD Capital Management's WTM Position: Q1 2026 in Review

TD Capital Management held its White Mountains Insurance (WTM) position steady in Q1 2026 at 2 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

TD Capital Management first reported a position in WTM in Q1 2024 and has held it in 9 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • TD Capital Management held 2 shares of White Mountains Insurance worth $4.4K as of Q1 2026.
  • TD Capital Management left its White Mountains Insurance share count unchanged in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #574 holding.
  • TD Capital Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 9 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.