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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
Q2 		– Sell
-3
Closed -$6.59K – 2234
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

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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

Twin Peaks Wealth Advisors's WTM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 3 shares — an estimated $6.59K sold.

Twin Peaks Wealth Advisors first reported a position in WTM in Q2 2025 and held it in 2 quarters. The position peaked at $6.59K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 White Mountains Insurance shares in Q2 2026, an estimated $6.59K.
  • Twin Peaks Wealth Advisors first reported a position in White Mountains Insurance in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's White Mountains Insurance position peaked at $6.59K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.