Choreo LLC’s White Mountains Insurance WTM Stock Holding History

Choreo LLC’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	$760K	Sell	346 -18	-5%	-$38.5K	0.01%	740
2025 Q4	$757K	Sell	364 -32	-8%	-$62.6K	0.01%	728
2025 Q3	$662K	Buy	396 +223	+129%	+$398K	0.01%	801
2025 Q2	$311K	Buy	173 +1	+0.6%	+$1.78K	﹤0.01%	1151
2025 Q1	$331K	Sell	172 -4	-2%	-$7.53K	0.01%	1033
2024 Q4	$340K	Buy	176 +24	+16%	+$45.3K	﹤0.01%	1116
2024 Q3	$269K	Buy	152 +13	+9%	+$22.7K	﹤0.01%	1272
2024 Q2	$246K	Buy	+139	New	+$246K	﹤0.01%	1209

Other funds holding WTM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Choreo LLC's WTM Position: Q1 2026 in Review

Choreo LLC reduced its White Mountains Insurance (WTM) stake by 4.9% in Q1 2026, selling an estimated $38.5K and leaving 346 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #740.

Choreo LLC first reported a position in WTM in Q2 2024 and has held it in 8 quarters since. 367 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

Choreo LLC held 346 shares of White Mountains Insurance worth $760K as of Q1 2026.
Choreo LLC sold 18 White Mountains Insurance shares in Q1 2026, an estimated $38.5K.
White Mountains Insurance made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #740 holding.
Choreo LLC first reported a position in White Mountains Insurance in Q2 2024 and has held it in 8 quarters since.
367 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.