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Orion Portfolio Solutions’s
White Mountains Insurance
WTM
Stock Holding History
Orion Portfolio Solutions’s Portfolio
WTM Stock Details
WTM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
$208K
Buy
+108
New
+$203K
﹤0.01%
1794
2020
Q2
–
Sell
-2
Closed
-$2K
–
2488
2020
Q1
$2K
Buy
+2
New
+$2.07K
﹤0.01%
1639
Other funds holding WTM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
WCM
Wallace Capital Management
Dallas, Texas
$871M AUM
13.69%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
LCOV
London Company of Virginia
Richmond, Virginia
$16.2B AUM
17.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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