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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
Q2 		$4.15K Hold
2
– – ﹤0.01% 554
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 $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

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

TD Capital Management held its White Mountains Insurance (WTM) position steady in Q2 2026 at 2 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

TD Capital Management first reported a position in WTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.4K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • TD Capital Management held 2 shares of White Mountains Insurance worth $4.15K as of Q2 2026.
  • TD Capital Management left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #554 holding.
  • TD Capital Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 10 quarters since.
  • TD Capital Management's White Mountains Insurance position peaked at $4.4K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.