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Creative Planning WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
8
Latest value
$8.2M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $17K |
| Q4 2025 | $7.1M |
| Q1 2026 | $8.9M |
| Q2 2026 | $37K |
| Q2 2026 | $8M |
| Q3 2026 | $22K |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 4.1K | — | — |
| Q3 2026 | $22K | 11 | — | — |
| Q2 2026 | $8M | 3.8K | — | — |
| Q2 2026 | $37K | 18 | — | — |
| Q1 2026 | $8.9M | 4.0K | — | — |
| Q4 2025 | $7.1M | 3.4K | — | — |
| Q3 2025 | $17K | 10 | — | — |
| Q3 2025 | $5.2M | 3.1K | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M