Acadian Asset Management’s White Mountains Insurance WTM Stock Holding History

Acadian Asset Management’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10	Closed	-$17K	–	2029
2025 Q2	$17K	Hold	10	–	–	﹤0.01%	1592
2025 Q1	$19K	Buy	+10	New	+$18.8K	﹤0.01%	1536
2021 Q2	–	Sell	-238	Closed	-$265K	–	2239
2021 Q1	$265K	Sell	238 -3	-1%	-$3.35K	﹤0.01%	1410
2020 Q4	$241K	Hold	241	–	–	﹤0.01%	1480
2020 Q3	$188K	Sell	241 -779	-76%	-$674K	﹤0.01%	1478
2020 Q2	$905K	Sell	1,020 -107	-9%	-$96.4K	﹤0.01%	996
2020 Q1	$1.02M	Buy	1,127 +446	+65%	+$462K	0.01%	786
2019 Q4	$760K	Buy	681 +507	+291%	+$553K	﹤0.01%	952
2019 Q3	$188K	Sell	174 -269	-61%	-$287K	﹤0.01%	1332
2019 Q2	$452K	Buy	+443	New	+$426K	﹤0.01%	1040
2017 Q2	–	Sell	-315	Closed	-$278K	–	1608
2017 Q1	$278K	Sell	315 -423	-57%	-$379K	﹤0.01%	990
2016 Q4	$617K	Buy	+738	New	+$619K	﹤0.01%	816
2013 Q3	–	Sell	-349	Closed	-$201K	–	1051
2013 Q2	$201K	Buy	+349	New	+$204K	﹤0.01%	686

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Acadian Asset Management's WTM Position: Q3 2025 in Review

Acadian Asset Management sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 10 shares — an estimated $17K sold.

Acadian Asset Management first reported a position in WTM in Q2 2013 and held it in 13 quarters. The position peaked at $1.02M in Q1 2020. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

Acadian Asset Management reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
Acadian Asset Management sold 10 White Mountains Insurance shares in Q3 2025, an estimated $17K.
Acadian Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 13 quarters.
Acadian Asset Management's White Mountains Insurance position peaked at $1.02M in Q1 2020.
338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Acadian Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.