Kathleen S. Wright Associates’s White Mountains Insurance WTM Stock Holding History

Kathleen S. Wright Associates’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	$647K	Sell	340 -40	-11%	-$71.4K	0.24%	67
2025 Q2	$676K	Hold	380	–	–	0.26%	67
2025 Q1	$672K	Hold	380	–	–	0.28%	65
2024 Q4	$712K	Hold	380	–	–	0.3%	63
2024 Q3	$688K	Hold	380	–	–	0.28%	65
2024 Q2	$651K	Hold	380	–	–	0.3%	62
2024 Q1	$641K	Hold	380	–	–	0.3%	60
2023 Q4	$596K	Hold	380	–	–	0.3%	60
2023 Q3	$579K	Buy	+380	New	+$583K	0.32%	61
2023 Q1	–	Sell	-380	Closed	-$537K	–	207
2022 Q4	$537K	Hold	380	–	–	0.36%	62
2022 Q3	$495K	Hold	380	–	–	0.4%	57
2022 Q2	$474K	Hold	380	–	–	0.4%	56
2022 Q1	$432K	Hold	380	–	–	0.32%	61
2021 Q4	$385K	Buy	+380	New	+$401K	0.28%	66

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kathleen S. Wright Associates's WTM Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its White Mountains Insurance (WTM) stake by 11% in Q3 2025, selling an estimated $71.4K and leaving 340 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #67.

Kathleen S. Wright Associates first reported a position in WTM in Q4 2021 and has held it in 14 quarters since. The position peaked at $712K in Q4 2024. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

Kathleen S. Wright Associates held 340 shares of White Mountains Insurance worth $647K as of Q3 2025.
Kathleen S. Wright Associates sold 40 White Mountains Insurance shares in Q3 2025, an estimated $71.4K.
White Mountains Insurance made up 0.24% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #67 holding.
Kathleen S. Wright Associates first reported a position in White Mountains Insurance in Q4 2021 and has held it in 14 quarters since.
Kathleen S. Wright Associates's White Mountains Insurance position peaked at $712K in Q4 2024.
338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.