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Legacy Advisors, LLC WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
5
Latest value
$899K
Q3 2026
Peak value
$989K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $752K |
| Q4 2025 | $935K |
| Q1 2026 | $989K |
| Q2 2026 | $929K |
| Q3 2026 | $899K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $899K | 448 | — | — |
| Q2 2026 | $929K | 448 | — | — |
| Q1 2026 | $989K | 450 | — | — |
| Q4 2025 | $935K | 450 | — | — |
| Q3 2025 | $752K | 450 | — | — |
Other funds holding WTM
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$230.4M
$221.5M