Empower Advisory Group
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Empower Advisory Group’s White Mountains Insurance WTM Stock Holding History

Empower Advisory 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
Q1 		– Sell
-151
Closed -$294K – 520
2024
Q4 		$294K Hold
151
– – ﹤0.01% 414
2024
Q3 		$256K Hold
151
– – ﹤0.01% 431
2024
Q2 		$274K Hold
151
– – ﹤0.01% 416
2024
Q1 		$271K Hold
151
– – ﹤0.01% 427
2023
Q4 		$227K Hold
151
– – ﹤0.01% 443
2023
Q3 		$226K Hold
151
– – ﹤0.01% 431
2023
Q2 		$210K Hold
151
– – ﹤0.01% 461
2023
Q1 		$208K Buy
+151
New +$217K ﹤0.01% 467

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

Empower Advisory Group's WTM Position: Q1 2025 in Review

Empower Advisory Group sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 151 shares — an estimated $294K sold.

Empower Advisory Group first reported a position in WTM in Q1 2023 and held it in 8 quarters. The position peaked at $294K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • Empower Advisory Group reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • Empower Advisory Group sold 151 White Mountains Insurance shares in Q1 2025, an estimated $294K.
  • Empower Advisory Group first reported a position in White Mountains Insurance in Q1 2023 and held it in 8 quarters.
  • Empower Advisory Group's White Mountains Insurance position peaked at $294K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Empower Advisory Group's 13F filing for Q1 2025, filed 9 May 2025.