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NBC Securities’s White Mountains Insurance WTM Stock Holding History

NBC Securities’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
-7
Closed -$11.7K – 2946
2025
Q3 		$11.7K Hold
7
– – ﹤0.01% 1964
2025
Q2 		$12K Hold
7
– – ﹤0.01% 1903
2025
Q1 		$13K Buy
+7
New +$13.2K ﹤0.01% 1657
2024
Q4 		– Sell
-7
Closed -$11K – 2098
2024
Q3 		$11K Hold
7
– – ﹤0.01% 1713
2024
Q2 		$12K Hold
7
– – ﹤0.01% 1628
2024
Q1 		$12K Hold
7
– – ﹤0.01% 1643
2023
Q4 		$10K Hold
7
– – ﹤0.01% 1711
2023
Q3 		$10K Buy
+7
New +$10.7K ﹤0.01% 1715

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

NBC Securities's WTM Position: Q4 2025 in Review

NBC Securities sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 7 shares — an estimated $11.7K sold.

NBC Securities first reported a position in WTM in Q3 2023 and held it in 8 quarters. The position peaked at $13K in Q1 2025. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • NBC Securities reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 7 White Mountains Insurance shares in Q4 2025, an estimated $11.7K.
  • NBC Securities first reported a position in White Mountains Insurance in Q3 2023 and held it in 8 quarters.
  • NBC Securities's White Mountains Insurance position peaked at $13K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.