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Binnacle Investments’s White Mountains Insurance WTM Stock Holding History

Binnacle Investments’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 		$11.7K Hold
7
– – 0.01% 405
2025
Q2 		$12.6K Hold
7
– – 0.01% 324
2025
Q1 		$13.5K Buy
+7
New +$13.2K 0.01% 271

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Binnacle Investments's WTM Position: Q3 2025 in Review

Binnacle Investments held its White Mountains Insurance (WTM) position steady in Q3 2025 at 7 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #405.

Binnacle Investments first reported a position in WTM in Q1 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q1 2025. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Binnacle Investments held 7 shares of White Mountains Insurance worth $11.7K as of Q3 2025.
  • Binnacle Investments left its White Mountains Insurance share count unchanged in Q3 2025.
  • White Mountains Insurance made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #405 holding.
  • Binnacle Investments first reported a position in White Mountains Insurance in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's White Mountains Insurance position peaked at $13.5K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.