Vident Advisory’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
+635
New +$1.36M 0.01% 845
2025
Q3
– Sell
-120
Closed -$215K – 1747
2025
Q2
$215K Buy
+120
New +$213K ﹤0.01% 1472
2024
Q3
– Sell
-1,724
Closed -$3.13M – 1573
2024
Q2
$3.13M Buy
1,724
+49
+3% +$86.7K 0.09% 245
2024
Q1
$3.01M Sell
1,675
-77
-4% -$129K 0.06% 292
2023
Q4
$2.64M Sell
1,752
-16
-0.9% -$23.8K 0.07% 312
2023
Q3
$2.64M Buy
+1,768
New +$2.71M 0.08% 260

Other funds holding WTM

Vident Advisory's WTM Position: Q2 2026 in Review

Vident Advisory opened a new position in White Mountains Insurance (WTM) in Q2 2026: 635 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Vident Advisory previously reported a position in WTM as recently as Q2 2025.

Vident Advisory first reported a position in WTM in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.13M in Q2 2024. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Vident Advisory held 635 shares of White Mountains Insurance worth $1.32M as of Q2 2026.
  • White Mountains Insurance was a new Vident Advisory position in Q2 2026.
  • White Mountains Insurance made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #845 holding.
  • Vident Advisory first reported a position in White Mountains Insurance in Q3 2023 and has held it in 6 quarters since.
  • Vident Advisory's White Mountains Insurance position peaked at $3.13M in Q2 2024.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.