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Nicolet Advisory Services’s White Mountains Insurance WTM Stock Holding History

Nicolet Advisory Services’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 		$474K Buy
230
+17
+8% +$33.2K 0.03% 237
2025
Q3 		$406K Buy
+213
New +$380K 0.03% 259

Other funds holding WTM

Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
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
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
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

Nicolet Advisory Services's WTM Position: Q4 2025 in Review

Nicolet Advisory Services increased its White Mountains Insurance (WTM) stake by 8% in Q4 2025, buying an estimated $33.2K and bringing the position to 230 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #237.

Nicolet Advisory Services first reported a position in WTM in Q3 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Nicolet Advisory Services held 230 shares of White Mountains Insurance worth $474K as of Q4 2025.
  • Nicolet Advisory Services bought 17 White Mountains Insurance shares in Q4 2025, an estimated $33.2K.
  • White Mountains Insurance made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #237 holding.
  • Nicolet Advisory Services first reported a position in White Mountains Insurance in Q3 2025 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.