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Freestone Grove Partners’s White Mountains Insurance WTM Stock Holding History

Freestone Grove Partners’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
-144
Closed -$241K – 977
2025
Q3 		$241K Buy
+144
New +$257K ﹤0.01% 644

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Fuller & Thaler Asset Management
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CB
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Freestone Grove Partners's WTM Position: Q4 2025 in Review

Freestone Grove Partners sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 144 shares — an estimated $241K sold.

Freestone Grove Partners first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Freestone Grove Partners reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 144 White Mountains Insurance shares in Q4 2025, an estimated $241K.
  • Freestone Grove Partners first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • Freestone Grove Partners's White Mountains Insurance position peaked at $241K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.