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Twin Peaks Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Twin Peaks Wealth Advisors’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 		$6.59K Buy
+3
New +$6.42K ﹤0.01% 1273
2025
Q3 		– Sell
-1
Closed -$1.82K – 2164
2025
Q2 		$1.82K Buy
+1
New +$1.78K ﹤0.01% 1649

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

Twin Peaks Wealth Advisors's WTM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in White Mountains Insurance (WTM) in Q1 2026: 3 shares worth $6.59K. The stake represents ﹤0.01% of the portfolio and ranks #1273 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WTM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WTM in Q2 2025 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 3 shares of White Mountains Insurance worth $6.59K as of Q1 2026.
  • White Mountains Insurance was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • White Mountains Insurance made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1273 holding.
  • Twin Peaks Wealth Advisors first reported a position in White Mountains Insurance in Q2 2025 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.