NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WTM holding history

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

WTM overview All 13F holders of WTM Full Q2 2026 holdings

Shares (Q2 2026): 104
Value: $215.6K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WTM by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	104	$215.6K	<0.1%	−1−1.0%	Reduced	Holders
Q1 2026	105	$230.7K	<0.1%	−17−13.9%	Reduced	Holders
Q4 2025	122	$253.5K	<0.1%	+5+4.3%	Added	Holders
Q3 2025	117	$222.0K	<0.1%	+117	New	Holders