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Cove Street Capital’s White Mountains Insurance WTM Stock Holding History

Cove Street Capital’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
Q3 		$1.81M Buy
1,083
+609
+128% +$1.09M 2.36% 15
2025
Q2 		$851K Sell
474
-17
-3% -$30.2K 1.25% 29
2025
Q1 		$946K Sell
491
-576
-54% -$1.08M 1.49% 28
2024
Q4 		$2.07M Sell
1,067
-1,056
-50% -$2M 2.42% 14
2024
Q3 		$3.6M Sell
2,123
-362
-15% -$631K 2.82% 11
2024
Q2 		$4.52M Sell
2,485
-7,572
-75% -$13.4M 3.24% 9
2024
Q1 		$18M Sell
10,057
-604
-6% -$1.01M 5.71% 3
2023
Q4 		$16M Buy
10,661
+298
+3% +$443K 4.91% 5
2023
Q3 		$15.5M Buy
10,363
+187
+2% +$287K 5.26% 3
2023
Q2 		$14.1M Sell
10,176
-769
-7% -$1.08M 4.39% 5
2023
Q1 		$15.1M Sell
10,945
-3,980
-27% -$5.71M 4.5% 4
2022
Q4 		$21.1M Sell
14,925
-712
-5% -$965K 5.76% 3
2022
Q3 		$20.4M Sell
15,637
-662
-4% -$856K 5.69% 4
2022
Q2 		$20.3M Sell
16,299
-2,855
-15% -$3.32M 5.12% 3
2022
Q1 		$21.8M Buy
19,154
+2,949
+18% +$3.09M 3.85% 5
2021
Q4 		$16.4M Sell
16,205
-5,232
-24% -$5.53M 2.88% 9
2021
Q3 		$22.9M Buy
21,437
+3,678
+21% +$4.11M 3.4% 7
2021
Q2 		$20.4M Sell
17,759
-5,711
-24% -$6.67M 2.95% 9
2021
Q1 		$26.2M Buy
23,470
+757
+3% +$847K 3.75% 8
2020
Q4 		$22.7M Buy
22,713
+22,685
+81,018% +$21.3M 4.02% 8
2020
Q3 		$22K Sell
28
-45
-62% -$38.9K ﹤0.01% 69
2020
Q2 		$65K Hold
73
– – 0.01% 66
2020
Q1 		$66K Hold
73
– – 0.01% 96
2019
Q4 		$81K Sell
73
-10
-12% -$10.9K 0.01% 98
2019
Q3 		$90K Hold
83
– – 0.01% 93
2019
Q2 		$85K Hold
83
– – 0.01% 95
2019
Q1 		$77K Hold
83
– – 0.01% 95
2018
Q4 		$71K Hold
83
– – 0.01% 98
2018
Q3 		$78K Hold
83
– – 0.01% 95
2018
Q2 		$75K Sell
83
-154
-65% -$136K 0.01% 98
2018
Q1 		$195K Sell
237
-1,023
-81% -$844K 0.02% 98
2017
Q4 		$1.07M Sell
1,260
-24
-2% -$21K 0.12% 76
2017
Q3 		$1.1M Sell
1,284
-928
-42% -$798K 0.12% 78
2017
Q2 		$1.92M Hold
2,212
– – 0.23% 57
2017
Q1 		$1.95M Buy
2,212
+1
+0% +$896 0.21% 57
2016
Q4 		$1.85M Sell
2,211
-6
-0.3% -$5.03K 0.19% 59
2016
Q3 		$1.84M Sell
2,217
-810
-27% -$667K 0.2% 62
2016
Q2 		$2.55M Sell
3,027
-30
-1% -$24.5K 0.28% 54
2016
Q1 		$2.45M Sell
3,057
-102
-3% -$76.3K 0.32% 54
2015
Q4 		$2.3M Sell
3,159
-3,468
-52% -$2.66M 0.3% 58
2015
Q3 		$4.95M Sell
6,627
-15,675
-70% -$11.3M 0.66% 49
2015
Q2 		$14.6M Buy
22,302
+738
+3% +$490K 1.76% 18
2015
Q1 		$14.8M Buy
21,564
+412
+2% +$272K 1.94% 15
2014
Q4 		$13.3M Sell
21,152
-19,604
-48% -$12.5M 1.99% 16
2014
Q3 		$25.7M Sell
40,756
-1,303
-3% -$813K 4% 3
2014
Q2 		$25.6M Buy
42,059
+2,622
+7% +$1.56M 4.14% 4
2014
Q1 		$23.7M Buy
39,437
+1,550
+4% +$905K 4.45% 6
2013
Q4 		$22.8M Buy
37,887
+4,092
+12% +$2.41M 4.24% 4
2013
Q3 		$19.2M Buy
33,795
+691
+2% +$401K 3.9% 5
2013
Q2 		$19M Buy
+33,104
New +$19.3M 4.18% 3

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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cove Street Capital's WTM Position: Q3 2025 in Review

Cove Street Capital increased its White Mountains Insurance (WTM) stake by 128% in Q3 2025, buying an estimated $1.09M and bringing the position to 1,083 shares worth $1.81M. The position accounts for 2.36% of the portfolio, ranked #15.

Cove Street Capital first reported a position in WTM in Q2 2013 and has held it in 50 quarters since. The position peaked at $26.2M in Q1 2021. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Cove Street Capital held 1,083 shares of White Mountains Insurance worth $1.81M as of Q3 2025.
  • Cove Street Capital bought 609 White Mountains Insurance shares in Q3 2025, an estimated $1.09M.
  • White Mountains Insurance made up 2.36% of Cove Street Capital's portfolio in Q3 2025, its #15 holding.
  • Cove Street Capital first reported a position in White Mountains Insurance in Q2 2013 and has held it in 50 quarters since.
  • Cove Street Capital's White Mountains Insurance position peaked at $26.2M in Q1 2021.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Cove Street Capital's 13F filing for Q3 2025, filed 13 Nov 2025.