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Venturi Wealth Management’s White Mountains Insurance WTM Stock Holding History

Venturi Wealth Management’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 		$442K Sell
213
-30
-12% -$64.2K 0.02% 409
2026
Q1 		$534K Buy
243
+22
+10% +$47.1K 0.02% 336
2025
Q4 		$459K Buy
221
+7
+3% +$13.7K 0.02% 363
2025
Q3 		$358K Buy
214
+1
+0.5% +$1.78K 0.02% 406
2025
Q2 		$382K Sell
213
-36
-14% -$64K 0.02% 372
2025
Q1 		$480K Buy
249
+25
+11% +$47.1K 0.03% 331
2024
Q4 		$436K Buy
224
+3
+1% +$5.67K 0.02% 363
2024
Q3 		$375K Hold
221
– – 0.02% 340
2024
Q2 		$402K Buy
221
+191
+637% +$338K 0.02% 307
2024
Q1 		$53.8K Hold
30
– – ﹤0.01% 494
2023
Q4 		$45.2K Sell
30
-9
-23% -$13.4K ﹤0.01% 505
2023
Q3 		$58.3K Buy
39
+2
+5% +$3.07K ﹤0.01% 456
2023
Q2 		$51.4K Hold
37
– – ﹤0.01% 424
2023
Q1 		$51K Buy
+37
New +$53.1K ﹤0.01% 467

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

Venturi Wealth Management's WTM Position: Q2 2026 in Review

Venturi Wealth Management reduced its White Mountains Insurance (WTM) stake by 12% in Q2 2026, selling an estimated $64.2K and leaving 213 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #409.

Venturi Wealth Management first reported a position in WTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $534K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Venturi Wealth Management held 213 shares of White Mountains Insurance worth $442K as of Q2 2026.
  • Venturi Wealth Management sold 30 White Mountains Insurance shares in Q2 2026, an estimated $64.2K.
  • White Mountains Insurance made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Venturi Wealth Management first reported a position in White Mountains Insurance in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's White Mountains Insurance position peaked at $534K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.