GM
WTM icon

GeoWealth Management’s White Mountains Insurance WTM Stock Holding History

GeoWealth Management’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
-33
Closed -$64.2K – 1794
2024
Q4 		$64.2K Buy
33
+7
+27% +$13.2K ﹤0.01% 1075
2024
Q3 		$44.1K Buy
+26
New +$45.3K ﹤0.01% 1111

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

GeoWealth Management's WTM Position: Q1 2025 in Review

GeoWealth Management sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 33 shares — an estimated $64.2K sold.

GeoWealth Management first reported a position in WTM in Q3 2024 and held it in 2 quarters. The position peaked at $64.2K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • GeoWealth Management reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 33 White Mountains Insurance shares in Q1 2025, an estimated $64.2K.
  • GeoWealth Management first reported a position in White Mountains Insurance in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's White Mountains Insurance position peaked at $64.2K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.