Neville Rodie & Shaw’s White Mountains Insurance WTM Stock Holding History

Neville Rodie & Shaw’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	-200	Closed	-$334K	–	251
2025 Q3	$334K	Hold	200	–	–	0.02%	199
2025 Q2	$359K	Hold	200	–	–	0.03%	196
2025 Q1	$385K	Hold	200	–	–	0.03%	198
2024 Q4	$389K	Hold	200	–	–	0.03%	206
2024 Q3	$339K	Hold	200	–	–	0.03%	213
2024 Q2	$363K	Hold	200	–	–	0.03%	201
2024 Q1	$359K	Hold	200	–	–	0.03%	206
2023 Q4	$301K	Hold	200	–	–	0.02%	214
2023 Q3	$299K	Hold	200	–	–	0.03%	212
2023 Q2	$278K	Hold	200	–	–	0.02%	216
2023 Q1	$275K	Hold	200	–	–	0.02%	219
2022 Q4	$283K	Hold	200	–	–	0.03%	220
2022 Q3	$261K	Hold	200	–	–	0.03%	222
2022 Q2	$249K	Hold	200	–	–	0.02%	230
2022 Q1	$229K	Hold	200	–	–	0.02%	249
2021 Q4	$203K	Hold	200	–	–	0.01%	259
2021 Q3	$214K	Hold	200	–	–	0.02%	247
2021 Q2	$230K	Hold	200	–	–	0.02%	238
2021 Q1	$223K	Hold	200	–	–	0.02%	241
2020 Q4	$200K	Buy	+200	New	+$188K	0.02%	244
2020 Q1	–	Sell	-200	Closed	-$223K	–	244
2019 Q4	$223K	Hold	200	–	–	0.02%	232
2019 Q3	$216K	Hold	200	–	–	0.02%	227
2019 Q2	$204K	Buy	+200	New	+$192K	0.02%	237

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

Neville Rodie & Shaw's WTM Position: Q4 2025 in Review

Neville Rodie & Shaw sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 200 shares — an estimated $334K sold.

Neville Rodie & Shaw first reported a position in WTM in Q2 2019 and held it in 23 quarters. The position peaked at $389K in Q4 2024. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

Neville Rodie & Shaw reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
Neville Rodie & Shaw sold 200 White Mountains Insurance shares in Q4 2025, an estimated $334K.
Neville Rodie & Shaw first reported a position in White Mountains Insurance in Q2 2019 and held it in 23 quarters.
Neville Rodie & Shaw's White Mountains Insurance position peaked at $389K in Q4 2024.
351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Neville Rodie & Shaw's 13F filing for Q4 2025, filed 6 Jan 2026.