Lindbrook Capital’s White Mountains Insurance WTM Stock Holding History

Lindbrook Capital’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	$208K	Sell	108 -14	-11%	-$26.4K	0.02%	405
2024 Q4	$237K	Sell	122 -2	-2%	-$3.78K	0.02%	350
2024 Q3	$210K	Hold	124	–	–	0.02%	381
2024 Q2	$225K	Hold	124	–	–	0.02%	339
2024 Q1	$222K	Sell	124 -8	-6%	-$13.4K	0.02%	337
2023 Q4	$199K	Buy	132 +1	+0.8%	+$1.49K	0.02%	348
2023 Q3	$196K	Hold	131	–	–	0.02%	318
2023 Q2	$182K	Sell	131 -3	-2%	-$4.22K	0.02%	348
2023 Q1	$185K	Buy	134 +3	+2%	+$4.3K	0.02%	332
2022 Q4	$185K	Hold	131	–	–	0.02%	343
2022 Q3	$171K	Buy	131 +6	+5%	+$7.76K	0.03%	298
2022 Q2	$156K	Buy	125 +108	+635%	+$125K	0.03%	340
2022 Q1	$19K	Hold	17	–	–	﹤0.01%	1032
2021 Q4	$17K	Hold	17	–	–	﹤0.01%	1089
2021 Q3	$18K	Hold	17	–	–	﹤0.01%	791
2021 Q2	$20K	Sell	17 -14	-45%	-$16.3K	﹤0.01%	790
2021 Q1	$35K	Hold	31	–	–	0.01%	562
2020 Q4	$31K	Hold	31	–	–	0.01%	553
2020 Q3	$24K	Hold	31	–	–	0.01%	559
2020 Q2	$28K	Sell	31 -2	-6%	-$1.8K	0.01%	515
2020 Q1	$30K	Buy	33 +6	+22%	+$6.21K	0.01%	433
2019 Q4	$30K	Hold	27	–	–	0.01%	602
2019 Q3	$29K	Sell	27 -3	-10%	-$3.2K	0.01%	593
2019 Q2	$30K	Hold	30	–	–	0.01%	579
2019 Q1	$27K	Hold	30	–	–	0.01%	604
2018 Q4	$25K	Buy	+30	New	+$26.7K	0.01%	542

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 $6.73T AUM 46.02% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 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

Lindbrook Capital's WTM Position: Q1 2025 in Review

Lindbrook Capital reduced its White Mountains Insurance (WTM) stake by 11% in Q1 2025, selling an estimated $26.4K and leaving 108 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #405.

Lindbrook Capital first reported a position in WTM in Q4 2018 and has held it in 26 quarters since. The position peaked at $237K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

Lindbrook Capital held 108 shares of White Mountains Insurance worth $208K as of Q1 2025.
Lindbrook Capital sold 14 White Mountains Insurance shares in Q1 2025, an estimated $26.4K.
White Mountains Insurance made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #405 holding.
Lindbrook Capital first reported a position in White Mountains Insurance in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's White Mountains Insurance position peaked at $237K in Q4 2024.
322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.