Marex Group’s White Mountains Insurance WTM Stock Holding History

Marex 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	-163	Closed	-$272K	–	1158
2025 Q3	$272K	Buy	+163	New	+$291K	﹤0.01%	650

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Marex Group's WTM Position: Q4 2025 in Review

Marex Group sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 163 shares — an estimated $272K sold.

Marex Group first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

Marex Group reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
Marex Group sold 163 White Mountains Insurance shares in Q4 2025, an estimated $272K.
Marex Group first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
Marex Group's White Mountains Insurance position peaked at $272K in Q3 2025.
351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Marex Group's 13F filing for Q4 2025, filed 12 Feb 2026.