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BOLTON SECURITIES CORPORATION’s White Mountains Insurance WTM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$140K Hold
70
– – 0.01% 1021
2026
Q2 		$145K Hold
70
– – 0.01% 1001
2026
Q1 		$154K Buy
+70
New +$150K 0.01% 886
2025
Q3 		$58.5K Buy
+35
New +$62.5K ﹤0.01% 1104
2025
Q1 		$67.4K Buy
+35
New +$65.9K ﹤0.01% 966

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Cooke & Bieler
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Boston Partners
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cannell & Spears
Cannell & Spears New York $5.5B AUM 28.72% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WTM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its White Mountains Insurance (WTM) position steady in Q3 2026 at 70 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #1021.

BOLTON SECURITIES CORPORATION first reported a position in WTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $154K in Q1 2026. 232 funds tracked by Wall St. Rank hold WTM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 70 shares of White Mountains Insurance worth $140K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its White Mountains Insurance share count unchanged in Q3 2026.
  • White Mountains Insurance made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1021 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in White Mountains Insurance in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's White Mountains Insurance position peaked at $154K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.