Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
WTM holding history
White Mountains Insurance Group Ltd in every 13F filed by Legacy 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)
- 448
- Value
- $928.9K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 448 | $928.9K | 0.1% | −2−0.4% | Reduced | Holders |
| Q1 2026 | 450 | $988.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 450 | $935.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 450 | $752.2K | 0.1% | +450 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −450−100.0% | Sold out | Holders |
| Q4 2024 | 450 | $875.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 450 | $763.3K | 0.1% | +450 | New | Holders |