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Proffitt & Goodson’s White Mountains Insurance WTM Stock Holding History

Proffitt & Goodson’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
-6
Closed -$10K – 456
2025
Q3 		$10K Buy
+6
New +$10.7K ﹤0.01% 254

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 $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Proffitt & Goodson's WTM Position: Q4 2025 in Review

Proffitt & Goodson sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 6 shares — an estimated $10K sold.

Proffitt & Goodson first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Proffitt & Goodson reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 6 White Mountains Insurance shares in Q4 2025, an estimated $10K.
  • Proffitt & Goodson first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • Proffitt & Goodson's White Mountains Insurance position peaked at $10K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.