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

Martingale 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
Q3 		– Sell
-191
Closed -$343K – 854
2025
Q2 		$343K Sell
191
-416
-69% -$740K 0.01% 679
2025
Q1 		$1.17M Buy
607
+20
+3% +$37.6K 0.03% 419
2024
Q4 		$1.14M Sell
587
-5
-0.8% -$9.45K 0.03% 447
2024
Q3 		$1M Sell
592
-661
-53% -$1.15M 0.02% 456
2024
Q2 		$2.28M Sell
1,253
-2,002
-62% -$3.54M 0.05% 266
2024
Q1 		$5.84M Sell
3,255
-706
-18% -$1.18M 0.12% 154
2023
Q4 		$5.96M Sell
3,961
-31
-0.8% -$46.1K 0.12% 153
2023
Q3 		$5.97M Buy
3,992
+425
+12% +$653K 0.13% 158
2023
Q2 		$4.95M Sell
3,567
-244
-6% -$344K 0.1% 165
2023
Q1 		$5.25M Sell
3,811
-14
-0.4% -$20.1K 0.1% 169
2022
Q4 		$5.41M Buy
3,825
+214
+6% +$290K 0.11% 164
2022
Q3 		$4.71M Hold
3,611
– – 0.09% 166
2022
Q2 		$4.5M Sell
3,611
-3,739
-51% -$4.34M 0.08% 181
2022
Q1 		$8.35M Sell
7,350
-554
-7% -$580K 0.13% 163
2021
Q4 		$8.02M Sell
7,904
-2,001
-20% -$2.11M 0.1% 167
2021
Q3 		$10.6M Sell
9,905
-1,761
-15% -$1.97M 0.14% 155
2021
Q2 		$13.4M Sell
11,666
-4,839
-29% -$5.65M 0.15% 162
2021
Q1 		$18.4M Buy
16,505
+2,478
+18% +$2.77M 0.21% 147
2020
Q4 		$14M Sell
14,027
-570
-4% -$536K 0.16% 154
2020
Q3 		$11.4M Sell
14,597
-475
-3% -$411K 0.14% 157
2020
Q2 		$13.4M Sell
15,072
-350
-2% -$315K 0.16% 157
2020
Q1 		$14M Sell
15,422
-875
-5% -$906K 0.19% 158
2019
Q4 		$18.2M Buy
16,297
+985
+6% +$1.07M 0.19% 153
2019
Q3 		$16.5M Buy
15,312
+9,995
+188% +$10.7M 0.17% 162
2019
Q2 		$5.43M Buy
5,317
+2,980
+128% +$2.87M 0.06% 357
2019
Q1 		$2.16M Buy
2,337
+300
+15% +$272K 0.02% 584
2018
Q4 		$1.75M Sell
2,037
-1,508
-43% -$1.34M 0.02% 575
2018
Q3 		$3.32M Sell
3,545
-6,402
-64% -$5.93M 0.04% 422
2018
Q2 		$9.02M Sell
9,947
-5,877
-37% -$5.18M 0.11% 191
2018
Q1 		$13M Buy
15,824
+100
+0.6% +$82.5K 0.17% 168
2017
Q4 		$13.4M Sell
15,724
-80
-0.5% -$69.9K 0.18% 157
2017
Q3 		$13.5M Sell
15,804
-2,450
-13% -$2.11M 0.18% 153
2017
Q2 		$15.9M Sell
18,254
-126
-0.7% -$109K 0.22% 145
2017
Q1 		$16.2M Sell
18,380
-1,501
-8% -$1.34M 0.23% 140
2016
Q4 		$16.6M Sell
19,881
-1,095
-5% -$918K 0.23% 135
2016
Q3 		$17.4M Sell
20,976
-210
-1% -$173K 0.26% 121
2016
Q2 		$17.8M Buy
21,186
+3,121
+17% +$2.55M 0.3% 124
2016
Q1 		$14.5M Buy
18,065
+2,110
+13% +$1.58M 0.29% 122
2015
Q4 		$11.6M Buy
15,955
+4,920
+45% +$3.77M 0.26% 137
2015
Q3 		$8.25M Buy
11,035
+2,340
+27% +$1.68M 0.2% 166
2015
Q2 		$5.7M Buy
8,695
+600
+7% +$398K 0.13% 213
2015
Q1 		$5.54M Buy
8,095
+825
+11% +$544K 0.13% 214
2014
Q4 		$4.58M Buy
7,270
+935
+15% +$595K 0.13% 204
2014
Q3 		$3.99M Buy
6,335
+2,030
+47% +$1.27M 0.12% 212
2014
Q2 		$2.62M Buy
4,305
+3,070
+249% +$1.83M 0.08% 262
2014
Q1 		$741K Buy
+1,235
New +$721K 0.03% 584
2013
Q4 		– Sell
-1,526
Closed -$867K – 1043
2013
Q3 		$867K Hold
1,526
– – 0.03% 582
2013
Q2 		$878K Buy
+1,526
New +$891K 0.03% 548

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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Martingale Asset Management's WTM Position: Q3 2025 in Review

Martingale Asset Management sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 191 shares — an estimated $343K sold.

Martingale Asset Management first reported a position in WTM in Q2 2013 and held it in 48 quarters. The position peaked at $18.4M in Q1 2021. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Martingale Asset Management reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Martingale Asset Management sold 191 White Mountains Insurance shares in Q3 2025, an estimated $343K.
  • Martingale Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 48 quarters.
  • Martingale Asset Management's White Mountains Insurance position peaked at $18.4M in Q1 2021.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Martingale Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.