Back to WTM
Legacy Wealth Asset Management, LLC → WTM
Legacy Wealth Asset Management, LLC WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
5
Latest value
$660K
Q3 2026
Peak value
$705K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $515K |
| Q4 2025 | $650K |
| Q1 2026 | $705K |
| Q2 2026 | $682K |
| Q3 2026 | $660K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $660K | 329 | — | — |
| Q2 2026 | $682K | 329 | — | — |
| Q1 2026 | $705K | 321 | — | — |
| Q4 2025 | $650K | 313 | — | — |
| Q3 2025 | $515K | 308 | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M