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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
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% +$9.78K 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
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

Wedbush Securities's WTM Position: Q2 2026 in Review

Wedbush Securities reduced its White Mountains Insurance (WTM) stake by 0.88% in Q2 2026, selling an estimated $4.28K and leaving 226 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #746.

Wedbush Securities first reported a position in WTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $501K in Q1 2026. 357 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Wedbush Securities held 226 shares of White Mountains Insurance worth $469K as of Q2 2026.
  • Wedbush Securities sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #746 holding.
  • Wedbush Securities first reported a position in White Mountains Insurance in Q2 2024 and has held it in 9 quarters since.
  • Wedbush Securities's White Mountains Insurance position peaked at $501K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.