Wedbush Securities’s White Mountains Insurance WTM Stock Holding History

Wedbush Securities’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 Q3	$453K	Hold	226	–	–	0.01%	761
2026 Q2	$469K	Sell	226 -2	-0.9%	-$4.28K	0.01%	746
2026 Q1	$501K	Sell	228 -1	-0.4%	-$2.14K	0.01%	682
2025 Q4	$476K	Buy	229 +5	+2%	+$9.8K	0.01%	704
2025 Q3	$374K	Buy	224 +13	+6%	+$23.2K	0.01%	773
2025 Q2	$379K	Buy	211 +6	+3%	+$10.7K	0.01%	733
2025 Q1	$395K	Hold	205	–	–	0.01%	691
2024 Q4	$399K	Buy	205 +5	+3%	+$9.45K	0.01%	688
2024 Q3	$339K	Hold	200	–	–	0.01%	763
2024 Q2	$363K	Buy	+200	New	+$354K	0.01%	784

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Wedbush Securities's WTM Position: Q3 2026 in Review

Wedbush Securities held its White Mountains Insurance (WTM) position steady in Q3 2026 at 226 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #761.

Wedbush Securities first reported a position in WTM in Q2 2024 and has held it in 10 quarters since. The position peaked at $501K in Q1 2026. 266 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

Wedbush Securities held 226 shares of White Mountains Insurance worth $453K as of Q3 2026.
Wedbush Securities left its White Mountains Insurance share count unchanged in Q3 2026.
White Mountains Insurance made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #761 holding.
Wedbush Securities first reported a position in White Mountains Insurance in Q2 2024 and has held it in 10 quarters since.
Wedbush Securities's White Mountains Insurance position peaked at $501K in Q1 2026.
266 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.