QRG Capital Management’s White Mountains Insurance WTM Stock Holding History

QRG Capital 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 Q4	–	Sell	-369	Closed	-$617K	–	1112
2025 Q3	$617K	Sell	369 -13	-3%	-$23.2K	0.01%	649
2025 Q2	$686K	Sell	382 -3	-0.8%	-$5.34K	0.01%	719
2025 Q1	$741K	Buy	385 +2	+0.5%	+$3.77K	0.01%	651
2024 Q4	$745K	Sell	383 -151	-28%	-$285K	0.01%	660
2024 Q3	$906K	Buy	534 +1	+0.2%	+$1.74K	0.01%	616
2024 Q2	$969K	Buy	533 +19	+4%	+$33.6K	0.01%	556
2024 Q1	$922K	Sell	514 -9	-2%	-$15.1K	0.01%	574
2023 Q4	$787K	Buy	523 +4	+0.8%	+$5.95K	0.01%	588
2023 Q3	$776K	Buy	+519	New	+$797K	0.01%	541

Other funds holding WTM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 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

QRG Capital Management's WTM Position: Q4 2025 in Review

QRG Capital Management sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 369 shares — an estimated $617K sold.

QRG Capital Management first reported a position in WTM in Q3 2023 and held it in 9 quarters. The position peaked at $969K in Q2 2024. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

QRG Capital Management reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
QRG Capital Management sold 369 White Mountains Insurance shares in Q4 2025, an estimated $617K.
QRG Capital Management first reported a position in White Mountains Insurance in Q3 2023 and held it in 9 quarters.
QRG Capital Management's White Mountains Insurance position peaked at $969K in Q2 2024.
352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on QRG Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.