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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
Q2 		$3.27M Buy
1,578
+230
+17% +$492K 0.01% 1126
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 $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

Tidal Investments's WTM Position: Q2 2026 in Review

Tidal Investments increased its White Mountains Insurance (WTM) stake by 17% in Q2 2026, buying an estimated $492K and bringing the position to 1,578 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #1126.

Tidal Investments first reported a position in WTM in Q1 2024 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Tidal Investments held 1,578 shares of White Mountains Insurance worth $3.27M as of Q2 2026.
  • Tidal Investments bought 230 White Mountains Insurance shares in Q2 2026, an estimated $492K.
  • White Mountains Insurance made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #1126 holding.
  • Tidal Investments first reported a position in White Mountains Insurance in Q1 2024 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.