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Tidal Investments’s White Mountains Insurance WTM Stock Holding History

Tidal Investments’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 		$2.96M Buy
1,348
+1,144
+561% +$2.45M 0.01% 1004
2025
Q4 		$424K Sell
204
-404
-66% -$790K ﹤0.01% 1720
2025
Q3 		$1.02M Buy
+608
New +$1.08M ﹤0.01% 1210
2024
Q2 		– Sell
-479
Closed -$859K – 1946
2024
Q1 		$859K Buy
+479
New +$803K 0.01% 949

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

Tidal Investments's WTM Position: Q1 2026 in Review

Tidal Investments increased its White Mountains Insurance (WTM) stake by 561% in Q1 2026, buying an estimated $2.45M and bringing the position to 1,348 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1004.

Tidal Investments first reported a position in WTM in Q1 2024 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Tidal Investments held 1,348 shares of White Mountains Insurance worth $2.96M as of Q1 2026.
  • Tidal Investments bought 1,144 White Mountains Insurance shares in Q1 2026, an estimated $2.45M.
  • White Mountains Insurance made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #1004 holding.
  • Tidal Investments first reported a position in White Mountains Insurance in Q1 2024 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.