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Integrated Wealth Concepts’s White Mountains Insurance WTM Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-140
Closed -$251K – 2112
2025
Q2 		$251K Sell
140
-23
-14% -$40.9K ﹤0.01% 1643
2025
Q1 		$314K Buy
163
+27
+20% +$50.8K ﹤0.01% 1392
2024
Q4 		$265K Buy
+136
New +$257K ﹤0.01% 1439

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

Integrated Wealth Concepts's WTM Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 140 shares — an estimated $251K sold.

Integrated Wealth Concepts first reported a position in WTM in Q4 2024 and held it in 3 quarters. The position peaked at $314K in Q1 2025. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 140 White Mountains Insurance shares in Q3 2025, an estimated $251K.
  • Integrated Wealth Concepts first reported a position in White Mountains Insurance in Q4 2024 and held it in 3 quarters.
  • Integrated Wealth Concepts's White Mountains Insurance position peaked at $314K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.