Algert Global’s White Mountains Insurance WTM Stock Holding History

Algert Global’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	-233	Closed	-$418K	–	1368
2025 Q2	$418K	Hold	233	–	–	0.01%	970
2025 Q1	$449K	Hold	233	–	–	0.01%	938
2024 Q4	$453K	Buy	+233	New	+$440K	0.01%	929
2024 Q3	–	Sell	-800	Closed	-$1.45M	–	1624
2024 Q2	$1.45M	Buy	800 +258	+48%	+$456K	0.05%	567
2024 Q1	$973K	Hold	542	–	–	0.04%	620
2023 Q4	$816K	Hold	542	–	–	0.03%	674
2023 Q3	$811K	Hold	542	–	–	0.04%	612
2023 Q2	$753K	Hold	542	–	–	0.03%	718
2023 Q1	$747K	Buy	542 +98	+22%	+$141K	0.04%	734
2022 Q4	$628K	Hold	444	–	–	0.03%	735
2022 Q3	$579K	Buy	444 +269	+154%	+$348K	0.04%	760
2022 Q2	$218K	Buy	+175	New	+$203K	0.02%	1002

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

Algert Global's WTM Position: Q3 2025 in Review

Algert Global sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 233 shares — an estimated $418K sold.

Algert Global first reported a position in WTM in Q2 2022 and held it in 12 quarters. The position peaked at $1.45M in Q2 2024. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

Algert Global reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
Algert Global sold 233 White Mountains Insurance shares in Q3 2025, an estimated $418K.
Algert Global first reported a position in White Mountains Insurance in Q2 2022 and held it in 12 quarters.
Algert Global's White Mountains Insurance position peaked at $1.45M in Q2 2024.
338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.