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TD Private Client Wealth’s White Mountains Insurance WTM Stock Holding History

TD Private Client Wealth’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 		$24.9K Buy
12
+1
+9% +$2.14K ﹤0.01% 1007
2026
Q1 		$24.2K Sell
11
-7
-39% -$15K ﹤0.01% 978
2025
Q4 		$37.4K Hold
18
– – ﹤0.01% 932
2025
Q3 		$30.1K Sell
18
-14
-44% -$25K ﹤0.01% 929
2025
Q2 		$57.5K Buy
32
+1
+3% +$1.78K ﹤0.01% 822
2025
Q1 		$59.7K Hold
31
– – ﹤0.01% 781
2024
Q4 		$60.3K Sell
31
-4
-11% -$7.56K ﹤0.01% 788
2024
Q3 		$59.4K Hold
35
– – ﹤0.01% 800
2024
Q2 		$63.6K Buy
35
+2
+6% +$3.54K ﹤0.01% 763
2024
Q1 		$59.2K Sell
33
-24
-42% -$40.2K ﹤0.01% 773
2023
Q4 		$85.8K Sell
57
-7
-11% -$10.4K ﹤0.01% 715
2023
Q3 		$95.7K Buy
64
+5
+8% +$7.68K ﹤0.01% 658
2023
Q2 		$81.9K Sell
59
-1
-2% -$1.41K ﹤0.01% 697
2023
Q1 		$82.6K Sell
60
-1
-2% -$1.43K ﹤0.01% 679
2022
Q4 		$86.3K Buy
61
+2
+3% +$2.71K ﹤0.01% 647
2022
Q3 		$76.9K Sell
59
-5
-8% -$6.47K ﹤0.01% 654
2022
Q2 		$79.8K Sell
64
-8
-11% -$9.29K ﹤0.01% 643
2022
Q1 		$81.8K Buy
72
+1
+1% +$1.05K ﹤0.01% 675
2021
Q4 		$72K Sell
71
-5
-7% -$5.28K ﹤0.01% 688
2021
Q3 		$81.3K Buy
76
+11
+17% +$12.3K ﹤0.01% 659
2021
Q2 		$74.6K Sell
65
-3
-4% -$3.5K ﹤0.01% 663
2021
Q1 		$75.8K Buy
68
+13
+24% +$14.5K ﹤0.01% 639
2020
Q4 		$55K Sell
55
-8
-13% -$7.53K ﹤0.01% 649
2020
Q3 		$49.1K Buy
63
+3
+5% +$2.59K ﹤0.01% 618
2020
Q2 		$53.3K Buy
60
+19
+46% +$17.1K ﹤0.01% 602
2020
Q1 		$37.3K Buy
41
+8
+24% +$8.28K ﹤0.01% 616
2019
Q4 		$36.8K Buy
+33
New +$36K ﹤0.01% 647

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 Private Client Wealth's WTM Position: Q2 2026 in Review

TD Private Client Wealth increased its White Mountains Insurance (WTM) stake by 9.1% in Q2 2026, buying an estimated $2.14K and bringing the position to 12 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

TD Private Client Wealth first reported a position in WTM in Q4 2019 and has held it in 27 quarters since. The position peaked at $95.7K in Q3 2023. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • TD Private Client Wealth held 12 shares of White Mountains Insurance worth $24.9K as of Q2 2026.
  • TD Private Client Wealth bought 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1007 holding.
  • TD Private Client Wealth first reported a position in White Mountains Insurance in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's White Mountains Insurance position peaked at $95.7K in Q3 2023.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.