CIBC Private Wealth Group
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CIBC Private Wealth Group’s White Mountains Insurance WTM Stock Holding History

CIBC Private Wealth Group’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 		$54K Buy
26
+1
+4% +$1.96K ﹤0.01% 1749
2025
Q3 		$41.8K Hold
25
– – ﹤0.01% 1867
2025
Q2 		$44.9K Sell
25
-8
-24% -$14.2K ﹤0.01% 1709
2025
Q1 		$56.3K Sell
33
-1
-3% -$1.88K ﹤0.01% 1593
2024
Q4 		$63.6K Sell
34
-5
-13% -$9.45K ﹤0.01% 1595
2024
Q3 		$66.2K Hold
39
– – ﹤0.01% 1670
2024
Q2 		$67.9K Buy
39
+15
+63% +$26.5K ﹤0.01% 1552
2024
Q1 		$42.5K Buy
+24
New +$40.2K ﹤0.01% 1738

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

CIBC Private Wealth Group's WTM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its White Mountains Insurance (WTM) stake by 4% in Q4 2025, buying an estimated $1.96K and bringing the position to 26 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

CIBC Private Wealth Group first reported a position in WTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $67.9K in Q2 2024. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • CIBC Private Wealth Group held 26 shares of White Mountains Insurance worth $54K as of Q4 2025.
  • CIBC Private Wealth Group bought 1 White Mountains Insurance share in Q4 2025, an estimated $1.96K.
  • White Mountains Insurance made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1749 holding.
  • CIBC Private Wealth Group first reported a position in White Mountains Insurance in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's White Mountains Insurance position peaked at $67.9K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.