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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WTM holding history

White Mountains Insurance Group Ltd in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTM overviewAll 13F holders of WTMFull Q2 2026 holdings

Shares (Q2 2026)
12
Value
$24.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTM by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$24.9K<0.1%+1+9.1%AddedHolders
Q1 202611$24.2K<0.1%−7−38.9%ReducedHolders
Q4 202518$37.4K<0.1%00.0%UnchangedHolders
Q3 202518$30.1K<0.1%−14−43.8%ReducedHolders
Q2 202532$57.5K<0.1%+1+3.2%AddedHolders
Q1 202531$59.7K<0.1%00.0%UnchangedHolders
Q4 202431$60.3K<0.1%−4−11.4%ReducedHolders
Q3 202435$59.4K<0.1%00.0%UnchangedHolders
Q2 202435$63.6K<0.1%+2+6.1%AddedHolders
Q1 202433$59.2K<0.1%−24−42.1%ReducedHolders
Q4 202357$85.8K<0.1%−7−10.9%ReducedHolders
Q3 202364$95.7K<0.1%+5+8.5%AddedHolders
Q2 202359$81.9K<0.1%−1−1.7%ReducedHolders
Q1 202360$82.6K<0.1%−1−1.6%ReducedHolders
Q4 202261$86.3K<0.1%+2+3.4%AddedHolders
Q3 202259$76.9K<0.1%−5−7.8%ReducedHolders
Q2 202264$79.8K<0.1%−8−11.1%ReducedHolders
Q1 202272$81.8K<0.1%+1+1.4%AddedHolders
Q4 202171$72.0K<0.1%−5−6.6%ReducedHolders
Q3 202176$81.3K<0.1%+11+16.9%AddedHolders
Q2 202165$74.6K<0.1%−3−4.4%ReducedHolders
Q1 202168$75.8K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.