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Caitong International Asset Management’s White Mountains Insurance WTM Stock Holding History

Caitong International 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
2026
Q1 		– Sell
-61
Closed -$127K – 3094
2025
Q4 		$127K Buy
61
+47
+336% +$91.9K 0.03% 337
2025
Q3 		$23.4K Buy
+14
New +$25K 0.02% 619

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Caitong International Asset Management's WTM Position: Q1 2026 in Review

Caitong International Asset Management sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 61 shares — an estimated $127K sold.

Caitong International Asset Management first reported a position in WTM in Q3 2025 and held it in 2 quarters. The position peaked at $127K in Q4 2025. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Caitong International Asset Management reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 61 White Mountains Insurance shares in Q1 2026, an estimated $127K.
  • Caitong International Asset Management first reported a position in White Mountains Insurance in Q3 2025 and held it in 2 quarters.
  • Caitong International Asset Management's White Mountains Insurance position peaked at $127K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.