Capstone Investment Advisors
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Capstone Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Capstone Investment Advisors’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 		– Sell
-368
Closed -$615K – 2103
2025
Q3 		$615K Buy
+368
New +$657K ﹤0.01% 1263

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BlackRock
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Fuller & Thaler Asset Management
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CB
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FMI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Capstone Investment Advisors's WTM Position: Q4 2025 in Review

Capstone Investment Advisors sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 368 shares — an estimated $615K sold.

Capstone Investment Advisors first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $615K in Q3 2025. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Capstone Investment Advisors reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 368 White Mountains Insurance shares in Q4 2025, an estimated $615K.
  • Capstone Investment Advisors first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's White Mountains Insurance position peaked at $615K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.