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Vise Technologies’s White Mountains Insurance WTM Stock Holding History

Vise Technologies’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 		$209K Buy
101
+1
+1% +$2.14K ﹤0.01% 1669
2026
Q1 		$208K Hold
100
– – ﹤0.01% 1360
2025
Q4 		$208K Sell
100
-90
-47% -$176K ﹤0.01% 1371
2025
Q3 		$318K Sell
190
-6
-3% -$10.7K 0.01% 862
2025
Q2 		$352K Buy
+196
New +$349K 0.01% 780
2024
Q4 		$329K Buy
169
+30
+22% +$56.7K 0.03% 556
2024
Q3 		$236K Sell
139
-3
-2% -$5.23K 0.03% 529
2024
Q2 		$258K Buy
+142
New +$251K 0.05% 343

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

Vise Technologies's WTM Position: Q2 2026 in Review

Vise Technologies increased its White Mountains Insurance (WTM) stake by 1% in Q2 2026, buying an estimated $2.14K and bringing the position to 101 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Vise Technologies first reported a position in WTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $352K in Q2 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Vise Technologies held 101 shares of White Mountains Insurance worth $209K as of Q2 2026.
  • Vise Technologies bought 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1669 holding.
  • Vise Technologies first reported a position in White Mountains Insurance in Q2 2024 and has held it in 8 quarters since.
  • Vise Technologies's White Mountains Insurance position peaked at $352K in Q2 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.