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Whipplewood Advisors’s White Mountains Insurance WTM Stock Holding History

Whipplewood Advisors’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 		$2.07K Sell
1
-2
-67% -$4.28K ﹤0.01% 417
2026
Q1 		$6.59K Buy
+3
New +$6.42K ﹤0.01% 559
2025
Q3 		– Sell
-3
Closed -$5.39K – 1169
2025
Q2 		$5.39K Sell
3
-26
-90% -$46.2K ﹤0.01% 682
2025
Q1 		$5.78K Buy
29
+26
+867% +$48.9K ﹤0.01% 671
2024
Q4 		$5.83K Buy
+3
New +$5.67K ﹤0.01% 663

Other funds holding WTM

Dimensional Fund Advisors
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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

Whipplewood Advisors's WTM Position: Q2 2026 in Review

Whipplewood Advisors reduced its White Mountains Insurance (WTM) stake by 67% in Q2 2026, selling an estimated $4.28K and leaving 1 share worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Whipplewood Advisors first reported a position in WTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.59K in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Whipplewood Advisors held 1 share of White Mountains Insurance worth $2.07K as of Q2 2026.
  • Whipplewood Advisors sold 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #417 holding.
  • Whipplewood Advisors first reported a position in White Mountains Insurance in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's White Mountains Insurance position peaked at $6.59K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.