Valley National Advisers’s White Mountains Insurance WTM Stock Holding History

Valley National Advisers’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	$82.9K	Hold	40	–	–	0.01%	347
2026 Q1	$87K	Hold	40	–	–	0.01%	336
2025 Q4	$83K	Hold	40	–	–	0.01%	339
2025 Q3	$66K	Hold	40	–	–	0.01%	353
2025 Q2	$71K	Hold	40	–	–	0.01%	347
2025 Q1	$77K	Hold	40	–	–	0.01%	328
2024 Q4	$77K	Hold	40	–	–	0.01%	308
2024 Q3	$67K	Hold	40	–	–	0.01%	325
2024 Q2	$72K	Hold	40	–	–	0.01%	346
2024 Q1	$71K	Hold	40	–	–	0.01%	362
2023 Q4	$60K	Hold	40	–	–	0.01%	378
2023 Q3	$60K	Hold	40	–	–	0.01%	365
2023 Q2	$56K	Hold	40	–	–	0.01%	375
2023 Q1	$60K	Hold	40	–	–	0.01%	368
2022 Q4	$57K	Hold	40	–	–	0.01%	365
2022 Q3	$55K	Hold	40	–	–	0.01%	365
2022 Q2	$50K	Hold	40	–	–	0.01%	357
2022 Q1	$45K	Hold	40	–	–	0.01%	387
2021 Q4	$41K	Hold	40	–	–	0.01%	397
2021 Q3	$43K	Hold	40	–	–	0.01%	359
2021 Q2	$46K	Hold	40	–	–	0.01%	355
2021 Q1	$45K	Hold	40	–	–	0.01%	339
2020 Q4	$40K	Hold	40	–	–	0.01%	340
2020 Q3	$31K	Hold	40	–	–	0.01%	339
2020 Q2	$36K	Hold	40	–	–	0.01%	321
2020 Q1	$36K	Hold	40	–	–	0.01%	315
2019 Q4	$45K	Hold	40	–	–	0.01%	329
2019 Q3	$43K	Hold	40	–	–	0.01%	324
2019 Q2	$41K	Hold	40	–	–	0.01%	306
2019 Q1	$37K	Hold	40	–	–	0.01%	312
2018 Q4	$34K	Hold	40	–	–	0.01%	296
2018 Q3	$37K	Hold	40	–	–	0.01%	292
2018 Q2	$36K	Hold	40	–	–	0.01%	285
2018 Q1	$33K	Hold	40	–	–	0.01%	288
2017 Q4	$34K	Hold	40	–	–	0.01%	280
2017 Q3	$34K	Hold	40	–	–	0.01%	283
2017 Q2	$35K	Hold	40	–	–	0.01%	279
2017 Q1	$35K	Hold	40	–	–	0.01%	274
2016 Q4	$33K	Hold	40	–	–	0.02%	291
2016 Q3	$33K	Hold	40	–	–	0.02%	265
2016 Q2	$34K	Hold	40	–	–	0.02%	262
2016 Q1	$32K	Hold	40	–	–	0.02%	264
2015 Q4	$29K	Hold	40	–	–	0.02%	261
2015 Q3	$30K	Hold	40	–	–	0.02%	265
2015 Q2	$26K	Hold	40	–	–	0.01%	281
2015 Q1	$27K	Hold	40	–	–	0.02%	271
2014 Q4	$24K	Buy	+40	New	+$25.4K	0.02%	228

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Valley National Advisers's WTM Position: Q2 2026 in Review

Valley National Advisers held its White Mountains Insurance (WTM) position steady in Q2 2026 at 40 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #347.

Valley National Advisers first reported a position in WTM in Q4 2014 and has held it in 47 quarters since. The position peaked at $87K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Valley National Advisers held 40 shares of White Mountains Insurance worth $82.9K as of Q2 2026.
Valley National Advisers left its White Mountains Insurance share count unchanged in Q2 2026.
White Mountains Insurance made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #347 holding.
Valley National Advisers first reported a position in White Mountains Insurance in Q4 2014 and has held it in 47 quarters since.
Valley National Advisers's White Mountains Insurance position peaked at $87K in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.