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Texas Yale Capital Corp’s White Mountains Insurance WTM Stock Holding History

Texas Yale Capital Corp’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 		$1.42M Hold
687
– – 0.03% 256
2026
Q1 		$1.51M Hold
687
– – 0.04% 235
2025
Q4 		$1.43M Buy
687
+7
+1% +$13.7K 0.04% 240
2025
Q3 		$1.14M Buy
+680
New +$1.21M 0.04% 255

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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

Texas Yale Capital Corp's WTM Position: Q2 2026 in Review

Texas Yale Capital Corp held its White Mountains Insurance (WTM) position steady in Q2 2026 at 687 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #256.

Texas Yale Capital Corp first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Texas Yale Capital Corp held 687 shares of White Mountains Insurance worth $1.42M as of Q2 2026.
  • Texas Yale Capital Corp left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.03% of Texas Yale Capital Corp's portfolio in Q2 2026, its #256 holding.
  • Texas Yale Capital Corp first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • Texas Yale Capital Corp's White Mountains Insurance position peaked at $1.51M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.