Wells Fargo’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 | $18.1M | Sell |
8,710
-72
| -0.8% | -$154K | ﹤0.01% | 1720 |
|
|
2026
Q1 | $19.3M | Sell |
8,782
-359
| -4% | -$769K | ﹤0.01% | 1539 |
|
|
2025
Q4 | $19M | Sell |
9,141
-211
| -2% | -$413K | ﹤0.01% | 1525 |
|
|
2025
Q3 | $15.6M | Sell |
9,352
-235
| -2% | -$419K | ﹤0.01% | 1648 |
|
|
2025
Q2 | $17.2M | Buy |
9,587
+237
| +3% | +$422K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $18M | Sell |
9,350
-196
| -2% | -$369K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $18.6M | Sell |
9,546
-35
| -0.4% | -$66.1K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $16.3M | Sell |
9,581
-1,665
| -15% | -$2.9M | ﹤0.01% | 1445 |
|
|
2024
Q2 | $20.4M | Sell |
11,246
-263
| -2% | -$465K | 0.01% | 1230 |
|
|
2024
Q1 | $20.7M | Sell |
11,509
-331
| -3% | -$555K | 0.01% | 1210 |
|
|
2023
Q4 | $17.8M | Sell |
11,840
-214
| -2% | -$318K | ﹤0.01% | 1256 |
|
|
2023
Q3 | $18M | Sell |
12,054
-1,856
| -13% | -$2.85M | 0.01% | 1157 |
|
|
2023
Q2 | $19.3M | Sell |
13,910
-571
| -4% | -$804K | 0.01% | 1162 |
|
|
2023
Q1 | $19.9M | Sell |
14,481
-282
| -2% | -$404K | 0.01% | 1144 |
|
|
2022
Q4 | $20.9M | Sell |
14,763
-553
| -4% | -$749K | 0.01% | 1089 |
|
|
2022
Q3 | $20M | Sell |
15,316
-159
| -1% | -$206K | 0.01% | 1077 |
|
|
2022
Q2 | $19.3M | Sell |
15,475
-283
| -2% | -$329K | 0.01% | 1153 |
|
|
2022
Q1 | $17.9M | Buy |
15,758
+338
| +2% | +$354K | ﹤0.01% | 1380 |
|
|
2021
Q4 | $15.6M | Sell |
15,420
-9,836
| -39% | -$10.4M | ﹤0.01% | 1526 |
|
|
2021
Q3 | $27M | Sell |
25,256
-1,390
| -5% | -$1.55M | 0.01% | 1435 |
|
|
2021
Q2 | $30.6M | Sell |
26,646
-10,063
| -27% | -$11.7M | 0.01% | 1392 |
|
|
2021
Q1 | $40.9M | Sell |
36,709
-6,895
| -16% | -$7.71M | 0.01% | 1160 |
|
|
2020
Q4 | $43.6M | Sell |
43,604
-18,245
| -29% | -$17.2M | 0.01% | 1062 |
|
|
2020
Q3 | $48.2M | Sell |
61,849
-24,107
| -28% | -$20.8M | 0.01% | 891 |
|
|
2020
Q2 | $76.3M | Buy |
85,956
+13,282
| +18% | +$12M | 0.02% | 660 |
|
|
2020
Q1 | $66.1M | Buy |
72,674
+437
| +0.6% | +$452K | 0.02% | 639 |
|
|
2019
Q4 | $80.6M | Buy |
72,237
+2,838
| +4% | +$3.1M | 0.02% | 694 |
|
|
2019
Q3 | $75M | Sell |
69,399
-5,223
| -7% | -$5.57M | 0.02% | 714 |
|
|
2019
Q2 | $76.2M | Buy |
74,622
+9,417
| +14% | +$9.06M | 0.02% | 710 |
|
|
2019
Q1 | $60.3M | Buy |
65,205
+2,951
| +5% | +$2.67M | 0.02% | 790 |
|
|
2018
Q4 | $53.4M | Buy |
62,254
+29,957
| +93% | +$26.7M | 0.02% | 792 |
|
|
2018
Q3 | $30.2M | Sell |
32,297
-1,270
| -4% | -$1.18M | 0.01% | 1242 |
|
|
2018
Q2 | $30.4M | Sell |
33,567
-19,036
| -36% | -$16.8M | 0.01% | 1219 |
|
|
2018
Q1 | $43.3M | Sell |
52,603
-1,135
| -2% | -$937K | 0.01% | 982 |
|
|
2017
Q4 | $45.7M | Sell |
53,738
-1,418
| -3% | -$1.24M | 0.01% | 939 |
|
|
2017
Q3 | $47.3M | Buy |
55,156
+4,560
| +9% | +$3.92M | 0.01% | 901 |
|
|
2017
Q2 | $44M | Buy |
50,596
+13,894
| +38% | +$12.1M | 0.01% | 933 |
|
|
2017
Q1 | $32.3M | Sell |
36,702
-7,101
| -16% | -$6.36M | 0.01% | 1102 |
|
|
2016
Q4 | $36.6M | Buy |
43,803
+9,379
| +27% | +$7.86M | 0.01% | 984 |
|
|
2016
Q3 | $28.6M | Buy |
34,424
+1,915
| +6% | +$1.58M | 0.01% | 1078 |
|
|
2016
Q2 | $27.4M | Buy |
32,509
+958
| +3% | +$782K | 0.01% | 1093 |
|
|
2016
Q1 | $25.3M | Buy |
31,551
+1,245
| +4% | +$931K | 0.01% | 1132 |
|
|
2015
Q4 | $22M | Buy |
30,306
+238
| +0.8% | +$182K | 0.01% | 1255 |
|
|
2015
Q3 | $22.5M | Sell |
30,068
-146
| -0.5% | -$105K | 0.01% | 1223 |
|
|
2015
Q2 | $19.8M | Sell |
30,214
-651
| -2% | -$432K | 0.01% | 1380 |
|
|
2015
Q1 | $21.1M | Buy |
30,865
+54
| +0.2% | +$35.6K | 0.01% | 1300 |
|
|
2014
Q4 | $19.4M | Sell |
30,811
-2,414
| -7% | -$1.54M | 0.01% | 1313 |
|
|
2014
Q3 | $20.9M | Buy |
33,225
+53
| +0.2% | +$33.1K | 0.01% | 1228 |
|
|
2014
Q2 | $20.2M | Sell |
33,172
-892
| -3% | -$531K | 0.01% | 1281 |
|
|
2014
Q1 | $20.4M | Buy |
34,064
+1,682
| +5% | +$982K | 0.01% | 1249 |
|
|
2013
Q4 | $19.5M | Buy |
32,382
+2,973
| +10% | +$1.75M | 0.01% | 1255 |
|
|
2013
Q3 | $16.7M | Buy |
29,409
+3,318
| +13% | +$1.93M | 0.01% | 1306 |
|
|
2013
Q2 | $15M | Buy |
+26,091
| New | +$15.2M | 0.01% | 1318 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Wells Fargo's WTM Position: Q2 2026 in Review
Wells Fargo reduced its White Mountains Insurance (WTM) stake by 0.82% in Q2 2026, selling an estimated $154K and leaving 8,710 shares worth $18.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.
Wells Fargo first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $80.6M in Q4 2019. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Wells Fargo held 8,710 shares of White Mountains Insurance worth $18.1M as of Q2 2026.
- Wells Fargo sold 72 White Mountains Insurance shares in Q2 2026, an estimated $154K.
- White Mountains Insurance made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1720 holding.
- Wells Fargo first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
- Wells Fargo's White Mountains Insurance position peaked at $80.6M in Q4 2019.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.