Glenview Trust’s White Mountains Insurance WTM Stock Holding History

Glenview Trust’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	–	Sell	-110	Closed	-$212K	–	515
2025 Q1	$212K	Hold	110	–	–	﹤0.01%	458
2024 Q4	$214K	Buy	+110	New	+$208K	﹤0.01%	464
2024 Q2	–	Sell	-133	Closed	-$239K	–	484
2024 Q1	$239K	Buy	+133	New	+$223K	0.01%	432
2023 Q4	–	Sell	-178	Closed	-$266K	–	489
2023 Q3	$266K	Hold	178	–	–	0.01%	399
2023 Q2	$247K	Buy	+178	New	+$251K	0.01%	417
2023 Q1	–	Sell	-163	Closed	-$231K	–	455
2022 Q4	$231K	Sell	163 -30	-16%	-$40.7K	0.01%	404
2022 Q3	$252K	Hold	193	–	–	0.01%	368
2022 Q2	$240K	Hold	193	–	–	0.01%	375
2022 Q1	$219K	Buy	+193	New	+$202K	0.01%	400
2021 Q4	–	Sell	-193	Closed	-$207K	–	433
2021 Q3	$207K	Buy	+193	New	+$216K	0.01%	392

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 $8.84B AUM 6.92% 1-Year Est. Return

Glenview Trust's WTM Position: Q2 2025 in Review

Glenview Trust sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 110 shares — an estimated $212K sold.

Glenview Trust first reported a position in WTM in Q3 2021 and held it in 10 quarters. The position peaked at $266K in Q3 2023. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

Glenview Trust reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
Glenview Trust sold 110 White Mountains Insurance shares in Q2 2025, an estimated $212K.
Glenview Trust first reported a position in White Mountains Insurance in Q3 2021 and held it in 10 quarters.
Glenview Trust's White Mountains Insurance position peaked at $266K in Q3 2023.
325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Glenview Trust's 13F filing for Q2 2025, filed 14 Aug 2025.