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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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Orion Portfolio Solutions's WTM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in White Mountains Insurance (WTM) in Q1 2025: 108 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in WTM as recently as Q1 2020.

Orion Portfolio Solutions first reported a position in WTM in Q1 2020 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • Orion Portfolio Solutions held 108 shares of White Mountains Insurance worth $208K as of Q1 2025.
  • White Mountains Insurance was a new Orion Portfolio Solutions position in Q1 2025.
  • White Mountains Insurance made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1794 holding.
  • Orion Portfolio Solutions first reported a position in White Mountains Insurance in Q1 2020 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.