HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
WTM holding history
White Mountains Insurance Group Ltd in every 13F filed by HB Wealth Management, 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)
- 149
- Value
- $308.9K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | $308.9K | <0.1% | −2−1.3% | Reduced | Holders |
| Q1 2026 | 151 | $331.7K | <0.1% | +21+16.2% | Added | Holders |
| Q4 2025 | 130 | $270.1K | <0.1% | +4+3.2% | Added | Holders |
| Q3 2025 | 126 | $210.6K | <0.1% | +126 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −121−100.0% | Sold out | Holders |
| Q1 2025 | 121 | $233.0K | <0.1% | −3−2.4% | Reduced | Holders |
| Q4 2024 | 124 | $241.2K | <0.1% | +124 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −116−100.0% | Sold out | Holders |
| Q2 2024 | 116 | $210.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 116 | $208.1K | <0.1% | +116 | New | Holders |