CFGS
WTM icon

Concourse Financial Group Securities’s White Mountains Insurance WTM Stock Holding History

Concourse Financial Group Securities’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
-3
Closed -$5.61K – 2105
2024
Q4 		$5.61K Sell
3
-5
-63% -$9.45K ﹤0.01% 1853
2024
Q3 		$13.6K Hold
8
– – ﹤0.01% 1610
2024
Q2 		$14.5K Buy
8
+1
+14% +$1.77K ﹤0.01% 1591
2024
Q1 		$12.6K Sell
7
-1
-13% -$1.68K ﹤0.01% 1636
2023
Q4 		$12K Hold
8
– – ﹤0.01% 1635
2023
Q3 		$12K Sell
8
-2
-20% -$3.07K ﹤0.01% 1594
2023
Q2 		$13.9K Hold
10
– – ﹤0.01% 1566
2023
Q1 		$13.8K Buy
10
+1
+11% +$1.43K ﹤0.01% 1578
2022
Q4 		$12.7K Buy
+9
New +$12.2K ﹤0.01% 1581
2022
Q3 		– Sell
-10
Closed -$12.9K – 2286
2022
Q2 		$12K Buy
10
+1
+11% +$1.16K ﹤0.01% 1618
2022
Q1 		$10K Sell
9
-7
-44% -$7.33K ﹤0.01% 1700
2021
Q4 		$16K Sell
16
-3
-16% -$3.17K ﹤0.01% 1732
2021
Q3 		$20K Hold
19
– – ﹤0.01% 1667
2021
Q2 		$22K Sell
19
-2
-10% -$2.33K ﹤0.01% 1622
2021
Q1 		$23K Buy
21
+3
+17% +$3.35K ﹤0.01% 1527
2020
Q4 		$18K Sell
18
-3
-14% -$2.82K ﹤0.01% 1499
2020
Q3 		$16K Buy
+21
New +$18.2K ﹤0.01% 1436

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
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 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

Concourse Financial Group Securities's WTM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 3 shares — an estimated $5.61K sold.

Concourse Financial Group Securities first reported a position in WTM in Q3 2020 and held it in 17 quarters. The position peaked at $23K in Q1 2021. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3 White Mountains Insurance shares in Q1 2025, an estimated $5.61K.
  • Concourse Financial Group Securities first reported a position in White Mountains Insurance in Q3 2020 and held it in 17 quarters.
  • Concourse Financial Group Securities's White Mountains Insurance position peaked at $23K in Q1 2021.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.