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Brinker Capital Investments’s White Mountains Insurance WTM Stock Holding History

Brinker Capital 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
Q2 		– Sell
-108
Closed -$208K – 2064
2025
Q1 		$208K Buy
+108
New +$203K ﹤0.01% 1794

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Brinker Capital Investments's WTM Position: Q2 2025 in Review

Brinker Capital Investments sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 108 shares — an estimated $208K sold.

Brinker Capital Investments first reported a position in WTM in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Brinker Capital Investments reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 108 White Mountains Insurance shares in Q2 2025, an estimated $208K.
  • Brinker Capital Investments first reported a position in White Mountains Insurance in Q1 2025 and held it in 1 quarter.
  • Brinker Capital Investments's White Mountains Insurance position peaked at $208K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Brinker Capital Investments's 13F filing for Q2 2025, filed 14 Aug 2025.