Summit Trail Advisors, LLC
- SEC CIK
- 0001698478
- Latest filing
- Aug 11, 2026
WTM holding history
White Mountains Insurance Group Ltd in every 13F filed by Summit Trail Advisors, 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)
- 817
- Value
- $1.69M
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 817 | $1.69M | <0.1% | +57+7.5% | Added | Holders |
| Q1 2026 | 760 | $1.67M | <0.1% | +160+26.7% | Added | Holders |
| Q4 2025 | 600 | $1.25M | <0.1% | −228−27.5% | Reduced | Holders |
| Q3 2025 | 828 | $1.38M | <0.1% | +456+122.6% | Added | Holders |
| Q2 2025 | 372 | $668.0K | <0.1% | −114−23.5% | Reduced | Holders |
| Q1 2025 | 486 | $935.9K | <0.1% | +194+66.4% | Added | Holders |
| Q4 2024 | 292 | $568.0K | <0.1% | +64+28.1% | Added | Holders |
| Q3 2024 | 228 | $386.7K | <0.1% | −13−5.4% | Reduced | Holders |
| Q2 2024 | 241 | $438.0K | <0.1% | +72+42.6% | Added | Holders |
| Q1 2024 | 169 | $303.2K | <0.1% | −2−1.2% | Reduced | Holders |
| Q4 2023 | 171 | $257.4K | <0.1% | +10+6.2% | Added | Holders |
| Q3 2023 | 161 | $240.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 161 | $223.6K | <0.1% | +161 | New | Holders |