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Hemington Wealth Management’s White Mountains Insurance WTM Stock Holding History

Hemington Wealth 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
Q3 		$23K Buy
14
+8
+133% +$14.3K ﹤0.01% 595
2025
Q2 		$10K Hold
6
– – ﹤0.01% 874
2025
Q1 		$11K Sell
6
-1
-14% -$1.88K ﹤0.01% 800
2024
Q4 		$13K Buy
7
+2
+40% +$3.78K ﹤0.01% 687
2024
Q3 		$8K Buy
+5
New +$8.72K ﹤0.01% 796

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hemington Wealth Management's WTM Position: Q3 2025 in Review

Hemington Wealth Management increased its White Mountains Insurance (WTM) stake by 133% in Q3 2025, buying an estimated $14.3K and bringing the position to 14 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Hemington Wealth Management first reported a position in WTM in Q3 2024 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Hemington Wealth Management held 14 shares of White Mountains Insurance worth $23K as of Q3 2025.
  • Hemington Wealth Management bought 8 White Mountains Insurance shares in Q3 2025, an estimated $14.3K.
  • White Mountains Insurance made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #595 holding.
  • Hemington Wealth Management first reported a position in White Mountains Insurance in Q3 2024 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.