Lazard Asset Management
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Lazard Asset Management’s White Mountains Insurance WTM Stock Holding History

Lazard Asset 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
Q1 		– Sell
-281
Closed -$546K – 2605
2024
Q4 		$546K Buy
281
+251
+837% +$474K ﹤0.01% 1338
2024
Q3 		$50K Sell
30
-238
-89% -$415K ﹤0.01% 1921
2024
Q2 		$487K Sell
268
-309
-54% -$547K ﹤0.01% 1209
2024
Q1 		$1.03M Sell
577
-3,129
-84% -$5.25M ﹤0.01% 920
2023
Q4 		$5.58M Sell
3,706
-571
-13% -$849K 0.01% 661
2023
Q3 		$6.4M Sell
4,277
-115
-3% -$177K 0.01% 641
2023
Q2 		$6.1M Sell
4,392
-1,534
-26% -$2.16M 0.01% 668
2023
Q1 		$8.16M Sell
5,926
-1,275
-18% -$1.83M 0.01% 627
2022
Q4 		$10.2M Buy
7,201
+2,503
+53% +$3.39M 0.01% 571
2022
Q3 		$6.12M Buy
+4,698
New +$6.08M 0.01% 664
2022
Q1 		– Sell
-38
Closed -$38K – 2563
2021
Q4 		$38K Sell
38
-3,981
-99% -$4.21M ﹤0.01% 1855
2021
Q3 		$4.3M Sell
4,019
-860
-18% -$960K ﹤0.01% 785
2021
Q2 		$5.6M Buy
4,879
+4,597
+1,630% +$5.37M 0.01% 708
2021
Q1 		$314K Buy
282
+20
+8% +$22.4K ﹤0.01% 1048
2020
Q4 		$262K Buy
+262
New +$246K ﹤0.01% 1062
2020
Q2 		– Sell
-60
Closed -$54K – 1799
2020
Q1 		$54K Buy
+60
New +$62.1K ﹤0.01% 1149
2019
Q2 		– Sell
-3
Closed -$2K – 1261
2019
Q1 		$2K Hold
3
– – ﹤0.01% 1132
2018
Q4 		$2K Sell
3
-1
-25% -$891 ﹤0.01% 1008
2018
Q3 		$3K Sell
4
-2
-33% -$1.85K ﹤0.01% 1025
2018
Q2 		$5K Hold
6
– – ﹤0.01% 994
2018
Q1 		$4K Hold
6
– – ﹤0.01% 1008
2017
Q4 		$5K Hold
6
– – ﹤0.01% 1015
2017
Q3 		$5K Buy
+6
New +$5.16K ﹤0.01% 932

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Lazard Asset Management's WTM Position: Q1 2025 in Review

Lazard Asset Management sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 281 shares — an estimated $546K sold.

Lazard Asset Management first reported a position in WTM in Q3 2017 and held it in 23 quarters. The position peaked at $10.2M in Q4 2022. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • Lazard Asset Management reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • Lazard Asset Management sold 281 White Mountains Insurance shares in Q1 2025, an estimated $546K.
  • Lazard Asset Management first reported a position in White Mountains Insurance in Q3 2017 and held it in 23 quarters.
  • Lazard Asset Management's White Mountains Insurance position peaked at $10.2M in Q4 2022.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Lazard Asset Management's 13F filing for Q1 2025, filed 15 May 2025.