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United Capital Financial Advisors’s White Mountains Insurance WTM Stock Holding History

United Capital Financial 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
-166
Closed -$365K – 1746
2026
Q1 		$365K Buy
+166
New +$355K ﹤0.01% 1232

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

United Capital Financial Advisors's WTM Position: Q2 2026 in Review

United Capital Financial Advisors sold out of White Mountains Insurance (WTM) in Q2 2026, closing a stake of 166 shares — an estimated $365K sold.

United Capital Financial Advisors first reported a position in WTM in Q1 2026 and held it in 1 quarter. The position peaked at $365K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • United Capital Financial Advisors reported no remaining White Mountains Insurance position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 166 White Mountains Insurance shares in Q2 2026, an estimated $365K.
  • United Capital Financial Advisors first reported a position in White Mountains Insurance in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's White Mountains Insurance position peaked at $365K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.