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Wilmington Savings Fund Society’s White Mountains Insurance WTM Stock Holding History

Wilmington Savings Fund Society’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 		$388K Hold
187
– – 0.01% 472
2026
Q1 		$411K Sell
187
-22
-11% -$47.1K 0.01% 453
2025
Q4 		$434K Hold
209
– – 0.01% 440
2025
Q3 		$349K Buy
209
+69
+49% +$123K 0.01% 477
2025
Q2 		$251K Buy
+140
New +$249K ﹤0.01% 751

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BlackRock
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RRAM
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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

Wilmington Savings Fund Society's WTM Position: Q2 2026 in Review

Wilmington Savings Fund Society held its White Mountains Insurance (WTM) position steady in Q2 2026 at 187 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #472.

Wilmington Savings Fund Society first reported a position in WTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $434K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Wilmington Savings Fund Society held 187 shares of White Mountains Insurance worth $388K as of Q2 2026.
  • Wilmington Savings Fund Society left its White Mountains Insurance share count unchanged in Q2 2026.
  • White Mountains Insurance made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #472 holding.
  • Wilmington Savings Fund Society first reported a position in White Mountains Insurance in Q2 2025 and has held it in 5 quarters since.
  • Wilmington Savings Fund Society's White Mountains Insurance position peaked at $434K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.