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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
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

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

Triad Investment Management's WTM Position: Q2 2026 in Review

Triad Investment Management reduced its White Mountains Insurance (WTM) stake by 1.7% in Q2 2026, selling an estimated $89.9K and leaving 2,471 shares worth $5.12M. The position accounts for 5.65% of the portfolio, ranked #4.

Triad Investment Management first reported a position in WTM in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.52M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Triad Investment Management held 2,471 shares of White Mountains Insurance worth $5.12M as of Q2 2026.
  • Triad Investment Management sold 42 White Mountains Insurance shares in Q2 2026, an estimated $89.9K.
  • White Mountains Insurance made up 5.65% of Triad Investment Management's portfolio in Q2 2026, its #4 holding.
  • Triad Investment Management first reported a position in White Mountains Insurance in Q4 2021 and has held it in 13 quarters since.
  • Triad Investment Management's White Mountains Insurance position peaked at $5.52M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.