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MPS Loria Financial Planners, LLC → WTM
MPS Loria Financial Planners, LLC WTM Position History
White Mountains Insurance Group, Ltd. • Financial Services
Quarters held
2
Latest value
$768K
Q3 2026
Peak value
$794K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $794K |
| Q3 2026 | $768K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $768K | 383 | — | — |
| Q2 2026 | $794K | 383 | — | — |
Other funds holding WTM
$271.9M
$271.9M
$245.1M
$245.1M
$230.4M
$221.5M