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Brandywine Global Investment Management’s White Mountains Insurance WTM Stock Holding History

Brandywine Global Investment 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
Q4 		$6.7M Sell
3,226
-100
-3% -$196K 0.05% 325
2025
Q3 		$5.56M Sell
3,326
-200
-6% -$357K 0.04% 366
2025
Q2 		$6.33M Sell
3,526
-100
-3% -$178K 0.04% 335
2025
Q1 		$6.98M Sell
3,626
-293
-7% -$552K 0.05% 302
2024
Q4 		$7.62M Sell
3,919
-214
-5% -$404K 0.06% 295
2024
Q3 		$7.64M Sell
4,133
-100
-2% -$174K 0.05% 319
2024
Q2 		$7.69M Sell
4,233
-273
-6% -$483K 0.06% 313
2024
Q1 		$8.09M Sell
4,506
-38
-0.8% -$63.7K 0.06% 311
2023
Q4 		$6.84M Sell
4,544
-573
-11% -$852K 0.06% 333
2023
Q3 		$7.65M Sell
5,117
-92
-2% -$141K 0.07% 286
2023
Q2 		$7.23M Hold
5,209
– – 0.06% 305
2023
Q1 		$7.18M Sell
5,209
-3
-0.1% -$4.3K 0.06% 308
2022
Q4 		$7.37M Sell
5,212
-153
-3% -$207K 0.06% 293
2022
Q3 		$6.99M Sell
5,365
-297
-5% -$384K 0.07% 269
2022
Q2 		$7.06M Sell
5,662
-381
-6% -$443K 0.06% 277
2022
Q1 		$6.87M Buy
6,043
+273
+5% +$286K 0.05% 323
2021
Q4 		$5.85M Hold
5,770
– – 0.04% 374
2021
Q3 		$6.17M Sell
5,770
-512
-8% -$572K 0.05% 347
2021
Q2 		$7.21M Buy
+6,282
New +$7.33M 0.05% 347
2021
Q1 		– Sell
-11,642
Closed -$11.7M – 717
2020
Q4 		$11.7M Sell
11,642
-86
-0.7% -$80.9K 0.1% 220
2020
Q3 		$9.14M Sell
11,728
-276
-2% -$239K 0.09% 211
2020
Q2 		$10.7M Sell
12,004
-294
-2% -$265K 0.11% 184
2020
Q1 		$11.2M Sell
12,298
-897
-7% -$928K 0.13% 148
2019
Q4 		$14.8M Sell
13,195
-584
-4% -$637K 0.1% 169
2019
Q3 		$14.9M Sell
13,779
-326
-2% -$348K 0.11% 169
2019
Q2 		$14.4M Sell
14,105
-185
-1% -$178K 0.1% 183
2019
Q1 		$13.2M Buy
14,290
+74
+0.5% +$67K 0.09% 181
2018
Q4 		$12.2M Sell
14,216
-20
-0.1% -$17.8K 0.09% 185
2018
Q3 		$13.3M Buy
14,236
+30
+0.2% +$27.8K 0.08% 193
2018
Q2 		$12.9M Buy
14,206
+85
+0.6% +$74.9K 0.08% 191
2018
Q1 		$11.6M Sell
14,121
-300
-2% -$248K 0.07% 229
2017
Q4 		$12.3M Sell
14,421
-2,509
-15% -$2.19M 0.07% 215
2017
Q3 		$14.5M Sell
16,930
-2,005
-11% -$1.72M 0.09% 195
2017
Q2 		$16.4M Sell
18,935
-300
-2% -$260K 0.11% 171
2017
Q1 		$16.9M Buy
19,235
+189
+1% +$169K 0.11% 168
2016
Q4 		$15.9M Sell
19,046
-800
-4% -$670K 0.1% 175
2016
Q3 		$16.5M Sell
19,846
-833
-4% -$686K 0.11% 162
2016
Q2 		$17.4M Sell
20,679
-7
-0% -$5.71K 0.12% 155
2016
Q1 		$16.6M Buy
20,686
+200
+1% +$150K 0.11% 168
2015
Q4 		$14.9M Sell
20,486
-989
-5% -$757K 0.09% 182
2015
Q3 		$16M Hold
21,475
– – 0.1% 171
2015
Q2 		$14.1M Buy
21,475
+1
+0% +$663 0.09% 201
2015
Q1 		$14.7M Hold
21,474
– – 0.1% 188
2014
Q4 		$13.5M Hold
21,474
– – 0.09% 197
2014
Q3 		$13.5M Buy
21,474
+3,100
+17% +$1.93M 0.1% 174
2014
Q2 		$11.2M Hold
18,374
– – 0.09% 201
2014
Q1 		$11M Buy
18,374
+353
+2% +$206K 0.1% 190
2013
Q4 		$10.9M Buy
18,021
+781
+5% +$460K 0.1% 179
2013
Q3 		$9.79M Buy
17,240
+2
+0% +$1.16K 0.1% 189
2013
Q2 		$9.91M Buy
+17,238
New +$10.1M 0.1% 174

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 $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Brandywine Global Investment Management's WTM Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its White Mountains Insurance (WTM) stake by 3% in Q4 2025, selling an estimated $196K and leaving 3,226 shares worth $6.7M. The position accounts for 0.05% of the portfolio, ranked #325.

Brandywine Global Investment Management first reported a position in WTM in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.4M in Q2 2016. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Brandywine Global Investment Management held 3,226 shares of White Mountains Insurance worth $6.7M as of Q4 2025.
  • Brandywine Global Investment Management sold 100 White Mountains Insurance shares in Q4 2025, an estimated $196K.
  • White Mountains Insurance made up 0.05% of Brandywine Global Investment Management's portfolio in Q4 2025, its #325 holding.
  • Brandywine Global Investment Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 50 quarters since.
  • Brandywine Global Investment Management's White Mountains Insurance position peaked at $17.4M in Q2 2016.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.