Truist Financial
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Truist Financial’s White Mountains Insurance WTM Stock Holding History

Truist Financial’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 		$1.48M Buy
716
+32
+5% +$68.5K ﹤0.01% 1544
2026
Q1 		$1.5M Sell
684
-52
-7% -$111K ﹤0.01% 1483
2025
Q4 		$1.53M Sell
736
-437
-37% -$855K ﹤0.01% 1454
2025
Q3 		$1.96M Sell
1,173
-67
-5% -$120K ﹤0.01% 1347
2025
Q2 		$2.23M Sell
1,240
-129
-9% -$229K ﹤0.01% 1220
2025
Q1 		$2.64M Buy
1,369
+17
+1% +$32K ﹤0.01% 1098
2024
Q4 		$2.63M Sell
1,352
-5
-0.4% -$9.45K ﹤0.01% 1110
2024
Q3 		$2.3M Sell
1,357
-446
-25% -$778K ﹤0.01% 1173
2024
Q2 		$3.28M Sell
1,803
-14
-0.8% -$24.8K 0.01% 1041
2024
Q1 		$3.26M Buy
1,817
+72
+4% +$121K ﹤0.01% 1060
2023
Q4 		$2.63M Buy
1,745
+142
+9% +$211K ﹤0.01% 1126
2023
Q3 		$2.4M Buy
1,603
+384
+32% +$590K ﹤0.01% 1148
2023
Q2 		$1.69M Sell
1,219
-34
-3% -$47.9K ﹤0.01% 1335
2023
Q1 		$1.73M Sell
1,253
-115
-8% -$165K ﹤0.01% 1291
2022
Q4 		$1.93M Sell
1,368
-95
-6% -$129K ﹤0.01% 1229
2022
Q3 		$1.91M Sell
1,463
-156
-10% -$202K ﹤0.01% 1197
2022
Q2 		$2.02M Buy
1,619
+144
+10% +$167K ﹤0.01% 1212
2022
Q1 		$1.68M Sell
1,475
-673
-31% -$705K ﹤0.01% 1369
2021
Q4 		$2.18M Sell
2,148
-726
-25% -$767K ﹤0.01% 1260
2021
Q3 		$3.07M Buy
2,874
+186
+7% +$208K 0.01% 1072
2021
Q2 		$3.09M Sell
2,688
-100
-4% -$117K 0.01% 1077
2021
Q1 		$3.11M Buy
2,788
+260
+10% +$291K 0.01% 1030
2020
Q4 		$2.53M Buy
2,528
+600
+31% +$564K ﹤0.01% 1071
2020
Q3 		$1.5M Buy
1,928
+632
+49% +$546K ﹤0.01% 1185
2020
Q2 		$1.15M Buy
1,296
+607
+88% +$547K ﹤0.01% 1247
2020
Q1 		$627K Buy
689
+138
+25% +$143K ﹤0.01% 1457
2019
Q4 		$614K Buy
+551
New +$601K ﹤0.01% 1718
2016
Q2 		– Sell
-284
Closed -$228K – 891
2016
Q1 		$228K Sell
284
-86
-23% -$64.3K 0.01% 710
2015
Q4 		$269K Sell
370
-17
-4% -$13K 0.01% 658
2015
Q3 		$289K Sell
387
-89
-19% -$64K 0.01% 671
2015
Q2 		$312K Buy
476
+21
+5% +$13.9K 0.01% 646
2015
Q1 		$311K Sell
455
-20
-4% -$13.2K 0.01% 650
2014
Q4 		$299K Sell
475
-86
-15% -$54.7K 0.01% 631
2014
Q3 		$353K Sell
561
-72
-11% -$44.9K 0.01% 582
2014
Q2 		$385K Sell
633
-47
-7% -$28K 0.01% 574
2014
Q1 		$408K Sell
680
-58
-8% -$33.8K 0.01% 557
2013
Q4 		$445K Sell
738
-104
-12% -$61.3K 0.01% 539
2013
Q3 		$478K Sell
842
-78
-8% -$45.3K 0.02% 493
2013
Q2 		$529K Buy
+920
New +$537K 0.02% 462

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

Truist Financial's WTM Position: Q2 2026 in Review

Truist Financial increased its White Mountains Insurance (WTM) stake by 4.7% in Q2 2026, buying an estimated $68.5K and bringing the position to 716 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Truist Financial first reported a position in WTM in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.28M in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Truist Financial held 716 shares of White Mountains Insurance worth $1.48M as of Q2 2026.
  • Truist Financial bought 32 White Mountains Insurance shares in Q2 2026, an estimated $68.5K.
  • White Mountains Insurance made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1544 holding.
  • Truist Financial first reported a position in White Mountains Insurance in Q2 2013 and has held it in 39 quarters since.
  • Truist Financial's White Mountains Insurance position peaked at $3.28M in Q2 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.