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Vestmark Advisory Solutions’s White Mountains Insurance WTM Stock Holding History

Vestmark Advisory Solutions’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 		$446K Sell
215
-8
-4% -$17.1K ﹤0.01% 1172
2026
Q1 		$490K Sell
223
-98
-31% -$210K 0.01% 1073
2025
Q4 		$667K Buy
321
+164
+104% +$321K 0.01% 913
2025
Q3 		$262K Buy
+157
New +$280K 0.01% 806

Other funds holding WTM

Dimensional Fund Advisors
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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

Vestmark Advisory Solutions's WTM Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its White Mountains Insurance (WTM) stake by 3.6% in Q2 2026, selling an estimated $17.1K and leaving 215 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Vestmark Advisory Solutions first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $667K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Vestmark Advisory Solutions held 215 shares of White Mountains Insurance worth $446K as of Q2 2026.
  • Vestmark Advisory Solutions sold 8 White Mountains Insurance shares in Q2 2026, an estimated $17.1K.
  • White Mountains Insurance made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1172 holding.
  • Vestmark Advisory Solutions first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • Vestmark Advisory Solutions's White Mountains Insurance position peaked at $667K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.