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OFI Invest Asset Management’s White Mountains Insurance WTM Stock Holding History

OFI Invest Asset Management’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
Q2 		– Sell
-736
Closed -$1.31M – 378
2025
Q1 		$1.31M Buy
736
+32
+5% +$60.2K 0.03% 172
2024
Q4 		$1.32M Buy
+704
New +$1.33M 0.03% 179
2024
Q2 		$526K Buy
+310
New +$548K 0.01% 223

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

OFI Invest Asset Management's WTM Position: Q2 2025 in Review

OFI Invest Asset Management sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 736 shares — an estimated $1.31M sold.

OFI Invest Asset Management first reported a position in WTM in Q2 2024 and held it in 3 quarters. The position peaked at $1.32M in Q4 2024. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • OFI Invest Asset Management reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 736 White Mountains Insurance shares in Q2 2025, an estimated $1.31M.
  • OFI Invest Asset Management first reported a position in White Mountains Insurance in Q2 2024 and held it in 3 quarters.
  • OFI Invest Asset Management's White Mountains Insurance position peaked at $1.32M in Q4 2024.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on OFI Invest Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.