Community Bank’s White Mountains Insurance WTM Stock Holding History

Community Bank’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 Q1	–	Sell	-34	Closed	-$66.1K	–	404
2024 Q4	$66.1K	Hold	34	–	–	0.01%	248
2024 Q3	$57.7K	Hold	34	–	–	0.01%	259
2024 Q2	$61.8K	Hold	34	–	–	0.01%	261
2024 Q1	$61K	Hold	34	–	–	0.01%	267
2023 Q4	$51.2K	Sell	34 -33	-49%	-$49K	0.01%	271
2023 Q3	$100K	Hold	67	–	–	0.01%	237
2023 Q2	$93.1K	Hold	67	–	–	0.01%	245
2023 Q1	$92.3K	Hold	67	–	–	0.01%	253
2022 Q4	$94.8K	Hold	67	–	–	0.01%	255
2022 Q3	$87K	Hold	67	–	–	0.01%	257
2022 Q2	$83K	Hold	67	–	–	0.01%	263
2022 Q1	$76K	Hold	67	–	–	0.01%	276
2021 Q4	$67K	Sell	67 -33	-33%	-$34.9K	0.01%	291
2021 Q3	$107K	Hold	100	–	–	0.01%	269
2021 Q2	$115K	Hold	100	–	–	0.01%	269
2021 Q1	$111K	Hold	100	–	–	0.01%	268
2020 Q4	$100K	Hold	100	–	–	0.01%	271
2020 Q3	$78K	Hold	100	–	–	0.01%	277
2020 Q2	$89K	Hold	100	–	–	0.01%	271
2020 Q1	$91K	Hold	100	–	–	0.02%	242
2019 Q4	$112K	Buy	+100	New	+$109K	0.02%	246

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RRAM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Community Bank's WTM Position: Q1 2025 in Review

Community Bank sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 34 shares — an estimated $66.1K sold.

Community Bank first reported a position in WTM in Q4 2019 and held it in 21 quarters. The position peaked at $115K in Q2 2021. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

Community Bank reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
Community Bank sold 34 White Mountains Insurance shares in Q1 2025, an estimated $66.1K.
Community Bank first reported a position in White Mountains Insurance in Q4 2019 and held it in 21 quarters.
Community Bank's White Mountains Insurance position peaked at $115K in Q2 2021.
322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Community Bank's 13F filing for Q1 2025, filed 21 Apr 2025.