Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s White Mountains Insurance WTM Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-477
Closed -$857K – 1147
2025
Q2 		$857K Sell
477
-331
-41% -$589K ﹤0.01% 870
2025
Q1 		$1.56M Sell
808
-408
-34% -$768K ﹤0.01% 834
2024
Q4 		$2.37M Buy
1,216
+34
+3% +$64.2K 0.01% 809
2024
Q3 		$2M Buy
1,182
+548
+86% +$956K ﹤0.01% 832
2024
Q2 		$1.15M Buy
634
+260
+70% +$460K ﹤0.01% 856
2024
Q1 		$662K Sell
374
-43
-10% -$72.1K ﹤0.01% 891
2023
Q4 		$628K Sell
417
-6
-1% -$8.92K ﹤0.01% 888
2023
Q3 		$633K Buy
423
+153
+57% +$235K ﹤0.01% 878
2023
Q2 		$375K Buy
+270
New +$380K ﹤0.01% 924
2022
Q2 		– Sell
-1,295
Closed -$1.47M – 1325
2022
Q1 		$1.47M Sell
1,295
-218
-14% -$228K ﹤0.01% 833
2021
Q4 		$1.53M Buy
1,513
+64
+4% +$67.6K ﹤0.01% 852
2021
Q3 		$1.55M Buy
1,449
+400
+38% +$447K ﹤0.01% 865
2021
Q2 		$1.2M Sell
1,049
-58
-5% -$67.7K ﹤0.01% 904
2021
Q1 		$1.11M Buy
1,107
+107
+11% +$120K ﹤0.01% 851
2020
Q4 		$1M Buy
1,000
+300
+43% +$282K ﹤0.01% 917
2020
Q3 		$545K Hold
700
– – ﹤0.01% 997
2020
Q2 		$622K Sell
700
-100
-13% -$90.1K ﹤0.01% 941
2020
Q1 		$728K Hold
800
– – ﹤0.01% 885
2019
Q4 		$892K Sell
800
-100
-11% -$109K ﹤0.01% 921
2019
Q3 		$972K Buy
+900
New +$960K ﹤0.01% 901

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

Mitsubishi UFJ Trust & Banking's WTM Position: Q3 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 477 shares — an estimated $857K sold.

Mitsubishi UFJ Trust & Banking first reported a position in WTM in Q3 2019 and held it in 20 quarters. The position peaked at $2.37M in Q4 2024. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 477 White Mountains Insurance shares in Q3 2025, an estimated $857K.
  • Mitsubishi UFJ Trust & Banking first reported a position in White Mountains Insurance in Q3 2019 and held it in 20 quarters.
  • Mitsubishi UFJ Trust & Banking's White Mountains Insurance position peaked at $2.37M in Q4 2024.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2025, filed 31 Oct 2025.