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B.O.S.S. Retirement Advisors, LLC → WTM

B.O.S.S. Retirement Advisors, LLC WTM Position History

White Mountains Insurance Group, Ltd. • Financial Services

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$891K
Q4 2025$1.1M
Q1 2026$1.2M
Q2 2026$1.1M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M533——
Q2 2026$1.1M533——
Q1 2026$1.2M533——
Q4 2025$1.1M533——
Q3 2025$891K533——

Other funds holding WTM

Other B.O.S.S. Retirement Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$77M
STT-PG

SPDR SERIES TRUST

$72.3M
STT-PG

SPDR SERIES TRUST

$55.9M
VGES

VANGUARD INDEX FDS

$50.5M
STT-PG

SPDR SERIES TRUST

$49.9M
STT-PG

SPDR SERIES TRUST

$46.6M
STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$24.5M