Macquarie Group
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Macquarie Group’s White Mountains Insurance WTM Stock Holding History

Macquarie Group’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
Q4 		– Sell
-107
Closed -$179K – 1523
2025
Q3 		$179K Buy
+107
New +$191K ﹤0.01% 1496
2022
Q4 		– Sell
-34
Closed -$109K – 2149
2022
Q3 		$109K Sell
34
-132
-80% -$171K ﹤0.01% 1748
2022
Q2 		$207K Sell
166
-22
-12% -$25.6K ﹤0.01% 1710
2022
Q1 		$214K Buy
188
+1
+0.5% +$1.05K ﹤0.01% 1798
2021
Q4 		$189K Sell
187
-3
-2% -$3.17K ﹤0.01% 1774
2021
Q3 		$203K Sell
190
-8
-4% -$8.93K ﹤0.01% 1797
2021
Q2 		$227K Sell
198
-15
-7% -$17.5K ﹤0.01% 1784
2021
Q1 		$237K Sell
213
-29
-12% -$32.4K ﹤0.01% 1660
2020
Q4 		$242K Sell
242
-5,582
-96% -$5.25M ﹤0.01% 1615
2020
Q3 		$4.54M Sell
5,824
-8
-0.1% -$6.92K 0.01% 858
2020
Q2 		$5.18M Buy
5,832
+498
+9% +$449K 0.01% 800
2020
Q1 		$4.85M Buy
5,334
+84
+2% +$86.9K 0.01% 720
2019
Q4 		$5.86M Buy
5,250
+170
+3% +$185K 0.01% 765
2019
Q3 		$5.49M Buy
+5,080
New +$5.42M 0.01% 738
2016
Q1 		– Sell
-1,300
Closed -$945K – 1596
2015
Q4 		$945K Buy
+1,300
New +$996K ﹤0.01% 1088

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 $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Macquarie Group's WTM Position: Q4 2025 in Review

Macquarie Group sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 107 shares — an estimated $179K sold.

Macquarie Group first reported a position in WTM in Q4 2015 and held it in 15 quarters. The position peaked at $5.86M in Q4 2019. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Macquarie Group reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 107 White Mountains Insurance shares in Q4 2025, an estimated $179K.
  • Macquarie Group first reported a position in White Mountains Insurance in Q4 2015 and held it in 15 quarters.
  • Macquarie Group's White Mountains Insurance position peaked at $5.86M in Q4 2019.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.