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Perpetual Ltd’s White Mountains Insurance WTM Stock Holding History

Perpetual Ltd’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
-8,127
Closed -$13.6M – 473
2025
Q3 		$13.6M Buy
8,127
+400
+5% +$714K 0.17% 117
2025
Q2 		$13.9M Hold
7,727
– – 0.16% 115
2025
Q1 		$14.9M Sell
7,727
-1,900
-20% -$3.58M 0.18% 105
2024
Q4 		$18.7M Sell
9,627
-100
-1% -$189K 0.22% 93
2024
Q3 		$16.5M Sell
9,727
-449
-4% -$783K 0.18% 95
2024
Q2 		$18.5M Sell
10,176
-3,900
-28% -$6.9M 0.2% 92
2024
Q1 		$25.4M Buy
14,076
+100
+0.7% +$168K 0.25% 81
2023
Q4 		$21M Sell
13,976
-500
-3% -$743K 0.22% 85
2023
Q3 		$21.7M Sell
14,476
-1,000
-6% -$1.54M 0.22% 83
2023
Q2 		$21.5M Hold
15,476
– – 0.18% 90
2023
Q1 		$21.3M Buy
+15,476
New +$22.2M 0.18% 91

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Perpetual Ltd's WTM Position: Q4 2025 in Review

Perpetual Ltd sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 8,127 shares — an estimated $13.6M sold.

Perpetual Ltd first reported a position in WTM in Q1 2023 and held it in 11 quarters. The position peaked at $25.4M in Q1 2024. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Perpetual Ltd reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Perpetual Ltd sold 8,127 White Mountains Insurance shares in Q4 2025, an estimated $13.6M.
  • Perpetual Ltd first reported a position in White Mountains Insurance in Q1 2023 and held it in 11 quarters.
  • Perpetual Ltd's White Mountains Insurance position peaked at $25.4M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Perpetual Ltd's 13F filing for Q4 2025, filed 20 Jan 2026.