First Horizon Advisors’s White Mountains Insurance WTM Stock Holding History

First Horizon Advisors’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 Q2	$86.2K	Sell	48 -1	-2%	-$1.78K	﹤0.01%	766
2025 Q1	$94.4K	Buy	49 +13	+36%	+$24.5K	﹤0.01%	695
2024 Q4	$70K	Sell	36 -11	-23%	-$20.8K	﹤0.01%	815
2024 Q3	$79.7K	Buy	47 +2	+4%	+$3.49K	﹤0.01%	799
2024 Q2	$81.8K	Hold	45	–	–	﹤0.01%	739
2024 Q1	$80.7K	Buy	45 +8	+22%	+$13.4K	﹤0.01%	754
2023 Q4	$55.7K	Buy	37 +4	+12%	+$5.95K	﹤0.01%	884
2023 Q3	$49.4K	Sell	33 -5	-13%	-$7.68K	﹤0.01%	864
2023 Q2	$52.8K	Buy	38 +13	+52%	+$18.3K	﹤0.01%	858
2023 Q1	$34.4K	Hold	25	–	–	﹤0.01%	1061
2022 Q4	$35.4K	Hold	25	–	–	﹤0.01%	1005
2022 Q3	$32K	Hold	25	–	–	﹤0.01%	1040
2022 Q2	$30K	Buy	+25	New	+$29K	﹤0.01%	1132
2022 Q1	–	Sell	-25	Closed	-$25K	–	2331
2021 Q4	$25K	Hold	25	–	–	﹤0.01%	1197
2021 Q3	$26K	Buy	25 +1	+4%	+$1.12K	﹤0.01%	1185
2021 Q2	$26K	Sell	24 -1	-4%	-$1.17K	﹤0.01%	1034
2021 Q1	$27K	Buy	25 +5	+25%	+$5.59K	﹤0.01%	977
2020 Q4	$20K	Buy	20 +3	+18%	+$2.82K	﹤0.01%	892
2020 Q3	$13K	Hold	17	–	–	﹤0.01%	954
2020 Q2	$15K	Sell	17 -4	-19%	-$3.6K	﹤0.01%	904
2020 Q1	$19K	Sell	21 -15	-42%	-$15.5K	﹤0.01%	754
2019 Q4	$40K	Hold	36	–	–	﹤0.01%	628
2019 Q3	$38K	Buy	36 +3	+9%	+$3.2K	﹤0.01%	633
2019 Q2	$33K	Hold	33	–	–	﹤0.01%	698
2019 Q1	$30K	Hold	33	–	–	﹤0.01%	679
2018 Q4	$28K	Hold	33	–	–	﹤0.01%	672
2018 Q3	$30K	Hold	33	–	–	﹤0.01%	741
2018 Q2	$29K	Buy	+33	New	+$29.1K	﹤0.01%	765
2016 Q4	–	Sell	-54	Closed	-$45K	–	1459
2016 Q3	$45K	Sell	54 -19	-26%	-$15.7K	0.01%	555
2016 Q2	$61K	Hold	73	–	–	0.01%	477
2016 Q1	$59K	Hold	73	–	–	0.01%	504
2015 Q4	$53K	Sell	73 -9	-11%	-$6.89K	0.01%	478
2015 Q3	$61K	Hold	82	–	–	0.01%	468
2015 Q2	$53K	Hold	82	–	–	0.01%	535
2015 Q1	$55K	Hold	82	–	–	0.01%	530
2014 Q4	$52K	Hold	82	–	–	0.01%	536
2014 Q3	$51K	Hold	82	–	–	0.01%	522
2014 Q2	$50K	Hold	82	–	–	0.01%	547
2014 Q1	$48K	Buy	82 +18	+28%	+$10.5K	0.01%	521
2013 Q4	$36K	Hold	64	–	–	0.01%	563
2013 Q3	$36K	Buy	64 +15	+31%	+$8.71K	0.01%	515
2013 Q2	$28K	Buy	+49	New	+$28.6K	0.01%	295

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

RRAM

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

First Horizon Advisors's WTM Position: Q2 2025 in Review

First Horizon Advisors reduced its White Mountains Insurance (WTM) stake by 2% in Q2 2025, selling an estimated $1.78K and leaving 48 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

First Horizon Advisors first reported a position in WTM in Q2 2013 and has held it in 42 quarters since. The position peaked at $94.4K in Q1 2025. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

First Horizon Advisors held 48 shares of White Mountains Insurance worth $86.2K as of Q2 2025.
First Horizon Advisors sold 1 White Mountains Insurance share in Q2 2025, an estimated $1.78K.
White Mountains Insurance made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #766 holding.
First Horizon Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 42 quarters since.
First Horizon Advisors's White Mountains Insurance position peaked at $94.4K in Q1 2025.
325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.