Williams Jones Wealth Management’s White Mountains Insurance WTM Stock Holding History

Williams Jones Wealth Management’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	$10.8M	Sell	5,193 -1	-0%	-$2.14K	0.12%	100
2026 Q1	$11.4M	Buy	5,194 +1	+0%	+$2.14K	0.14%	90
2025 Q4	$10.8M	Hold	5,193	–	–	0.12%	93
2025 Q3	$8.68M	Hold	5,193	–	–	0.1%	104
2025 Q2	$9.33M	Hold	5,193	–	–	0.11%	102
2025 Q1	$10M	Hold	5,193	–	–	0.13%	97
2024 Q4	$10.1M	Hold	5,193	–	–	0.12%	100
2024 Q3	$8.81M	Hold	5,193	–	–	0.1%	115
2024 Q2	$9.44M	Hold	5,193	–	–	0.12%	107
2024 Q1	$9.32M	Sell	5,193 -150	-3%	-$251K	0.12%	106
2023 Q4	$8.04M	Hold	5,343	–	–	0.11%	113
2023 Q3	$7.99M	Hold	5,343	–	–	0.12%	111
2023 Q2	$7.42M	Hold	5,343	–	–	0.11%	116
2023 Q1	$7.36M	Hold	5,343	–	–	0.12%	120
2022 Q4	$7.56M	Hold	5,343	–	–	0.13%	115
2022 Q3	$6.96M	Hold	5,343	–	–	0.12%	116
2022 Q2	$6.66M	Hold	5,343	–	–	0.11%	124
2022 Q1	$6.07M	Sell	5,343 -23	-0.4%	-$24.1K	0.08%	133
2021 Q4	$5.44M	Buy	5,366 +23	+0.4%	+$24.3K	0.07%	138
2021 Q3	$5.71M	Sell	5,343 -259	-5%	-$289K	0.08%	133
2021 Q2	$6.43M	Buy	5,602 +9	+0.2%	+$10.5K	0.09%	129
2021 Q1	$6.24M	Hold	5,593	–	–	0.1%	125
2020 Q4	$5.6M	Hold	5,593	–	–	0.09%	123
2020 Q3	$4.36M	Hold	5,593	–	–	0.08%	124
2020 Q2	$4.97M	Hold	5,593	–	–	0.1%	110
2020 Q1	$5.09M	Hold	5,593	–	–	0.13%	95
2019 Q4	$6.24M	Hold	5,593	–	–	0.12%	108
2019 Q3	$6.04M	Buy	+5,593	New	+$5.97M	0.12%	105

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Williams Jones Wealth Management's WTM Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its White Mountains Insurance (WTM) stake by 0.02% in Q2 2026, selling an estimated $2.14K and leaving 5,193 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #100.

Williams Jones Wealth Management first reported a position in WTM in Q3 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

Williams Jones Wealth Management held 5,193 shares of White Mountains Insurance worth $10.8M as of Q2 2026.
Williams Jones Wealth Management sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
White Mountains Insurance made up 0.12% of Williams Jones Wealth Management's portfolio in Q2 2026, its #100 holding.
Williams Jones Wealth Management first reported a position in White Mountains Insurance in Q3 2019 and has held it in 28 quarters since.
Williams Jones Wealth Management's White Mountains Insurance position peaked at $11.4M in Q1 2026.
356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.