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Dmitry Balyasny’s White Mountains Insurance WTM Stock Holding History

Dmitry Balyasny’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 		– Sell
-298
Closed -$498K – 3617
2025
Q3 		$498K Buy
+298
New +$532K ﹤0.01% 2398
2025
Q1 		– Sell
-277
Closed -$539K – 3352
2024
Q4 		$539K Buy
+277
New +$523K ﹤0.01% 2171
2023
Q1 		– Sell
-18
Closed -$25.5K – 3215
2022
Q4 		$25.5K Buy
+18
New +$24.4K ﹤0.01% 2450
2021
Q3 		– Sell
-4,394
Closed -$5.04M – 2480
2021
Q2 		$5.04M Buy
4,394
+113
+3% +$132K 0.02% 711
2021
Q1 		$4.77M Buy
4,281
+3,789
+770% +$4.24M 0.02% 713
2020
Q4 		$492K Sell
492
-1,182
-71% -$1.11M ﹤0.01% 1133
2020
Q3 		$1.3M Buy
+1,674
New +$1.45M 0.01% 944
2019
Q2 		– Sell
-544
Closed -$503K – 1764
2019
Q1 		$503K Buy
+544
New +$493K ﹤0.01% 1206
2018
Q4 		– Sell
-301
Closed -$282K – 1803
2018
Q3 		$282K Buy
+301
New +$279K ﹤0.01% 1520
2018
Q1 		– Sell
-264
Closed -$225K – 2359
2017
Q4 		$225K Sell
264
-3,779
-93% -$3.3M ﹤0.01% 1851
2017
Q3 		$3.46M Sell
4,043
-2,667
-40% -$2.29M 0.01% 827
2017
Q2 		$5.83M Buy
6,710
+2,043
+44% +$1.77M 0.02% 714
2017
Q1 		$4.11M Sell
4,667
-4,424
-49% -$3.96M 0.02% 750
2016
Q4 		$7.6M Sell
9,091
-1,341
-13% -$1.12M 0.04% 564
2016
Q3 		$8.66M Buy
10,432
+3,452
+49% +$2.84M 0.05% 415
2016
Q2 		$5.88M Buy
6,980
+2,366
+51% +$1.93M 0.04% 468
2016
Q1 		$3.7M Buy
+4,614
New +$3.45M 0.02% 604
2015
Q4 		– Sell
-2,601
Closed -$1.94M – 1480
2015
Q3 		$1.94M Buy
+2,601
New +$1.87M 0.01% 673

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

Dmitry Balyasny's WTM Position: Q4 2025 in Review

Dmitry Balyasny sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 298 shares — an estimated $498K sold.

Dmitry Balyasny first reported a position in WTM in Q3 2015 and held it in 18 quarters. The position peaked at $8.66M in Q3 2016. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Dmitry Balyasny reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 298 White Mountains Insurance shares in Q4 2025, an estimated $498K.
  • Dmitry Balyasny first reported a position in White Mountains Insurance in Q3 2015 and held it in 18 quarters.
  • Dmitry Balyasny's White Mountains Insurance position peaked at $8.66M in Q3 2016.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.