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National Wealth Management Group’s White Mountains Insurance WTM Stock Holding History

National Wealth Management 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
-208
Closed -$348K – 289
2025
Q3 		$348K Buy
+208
New +$371K 0.13% 171

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

National Wealth Management Group's WTM Position: Q4 2025 in Review

National Wealth Management Group sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 208 shares — an estimated $348K sold.

National Wealth Management Group first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $348K in Q3 2025. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • National Wealth Management Group reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 208 White Mountains Insurance shares in Q4 2025, an estimated $348K.
  • National Wealth Management Group first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • National Wealth Management Group's White Mountains Insurance position peaked at $348K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.