HBK Sorce Advisory’s White Mountains Insurance WTM Stock Holding History

HBK Sorce Advisory’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	-108	Closed	-$208K	–	638
2025 Q1	$208K	Hold	108	–	–	0.01%	533
2024 Q4	$210K	Buy	+108	New	+$204K	0.01%	532
2023 Q1	–	Sell	-248	Closed	-$351K	–	831
2022 Q4	$351K	Buy	+248	New	+$336K	0.01%	510

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

HBK Sorce Advisory's WTM Position: Q2 2025 in Review

HBK Sorce Advisory sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 108 shares — an estimated $208K sold.

HBK Sorce Advisory first reported a position in WTM in Q4 2022 and held it in 3 quarters. The position peaked at $351K in Q4 2022. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

HBK Sorce Advisory reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
HBK Sorce Advisory sold 108 White Mountains Insurance shares in Q2 2025, an estimated $208K.
HBK Sorce Advisory first reported a position in White Mountains Insurance in Q4 2022 and held it in 3 quarters.
HBK Sorce Advisory's White Mountains Insurance position peaked at $351K in Q4 2022.
325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.