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Triad Investment Management’s White Mountains Insurance WTM Stock Holding History

Triad Investment 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
Q3 		$4.85M Sell
2,416
-55
-2% -$116K 6.43% 4
2026
Q2 		$5.12M Sell
2,471
-42
-2% -$89.9K 5.65% 4
2026
Q1 		$5.52M Sell
2,513
-35
-1% -$74.9K 6.52% 2
2025
Q4 		$5.29M Buy
+2,548
New +$4.98M 5.36% 4
2024
Q1 		$3.2M Buy
1,783
+17
+1% +$28.5K 3.88% 12
2023
Q4 		$2.66M Buy
1,766
+20
+1% +$29.7K 3.49% 14
2023
Q3 		$2.61M Buy
1,746
+20
+1% +$30.7K 3.81% 8
2023
Q2 		$2.4M Sell
1,726
-3
-0.2% -$4.22K 3.34% 9
2023
Q1 		$2.38M Sell
1,729
-1
-0.1% -$1.43K 3.46% 10
2022
Q4 		$2.45M Sell
1,730
-38
-2% -$51.5K 3.83% 7
2022
Q3 		$2.3M Buy
1,768
+176
+11% +$228K 4% 6
2022
Q2 		$1.98M Sell
1,592
-748
-32% -$869K 2.94% 12
2022
Q1 		$2.66M Buy
2,340
+1,537
+191% +$1.61M 2.52% 19
2021
Q4 		$814K Buy
+803
New +$848K 0.74% 36

Other funds holding WTM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Triad Investment Management's WTM Position: Q3 2026 in Review

Triad Investment Management reduced its White Mountains Insurance (WTM) stake by 2.2% in Q3 2026, selling an estimated $116K and leaving 2,416 shares worth $4.85M. The position accounts for 6.43% of the portfolio, ranked #4.

Triad Investment Management first reported a position in WTM in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.52M in Q1 2026. 21 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • Triad Investment Management held 2,416 shares of White Mountains Insurance worth $4.85M as of Q3 2026.
  • Triad Investment Management sold 55 White Mountains Insurance shares in Q3 2026, an estimated $116K.
  • White Mountains Insurance made up 6.43% of Triad Investment Management's portfolio in Q3 2026, its #4 holding.
  • Triad Investment Management first reported a position in White Mountains Insurance in Q4 2021 and has held it in 14 quarters since.
  • Triad Investment Management's White Mountains Insurance position peaked at $5.52M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Triad Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.