RCM
WTM icon

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

Raleigh 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
Q1 		– Sell
-8
Closed -$15.6K – 1069
2024
Q4 		$15.6K Hold
8
– – 0.01% 512
2024
Q3 		$13.6K Hold
8
– – 0.01% 520
2024
Q2 		$14.6K Hold
8
– – 0.01% 493
2024
Q1 		$14.4K Hold
8
– – 0.01% 486
2023
Q4 		$12.1K Hold
8
– – 0.01% 545
2023
Q3 		$12K Hold
8
– – 0.01% 474
2023
Q2 		$11.1K Hold
8
– – 0.01% 463
2023
Q1 		$11K Hold
8
– – 0.01% 481
2022
Q4 		$11.3K Hold
8
– – 0.01% 407
2022
Q3 		$10K Hold
8
– – 0.01% 371
2022
Q2 		$10K Hold
8
– – 0.01% 354
2022
Q1 		$9K Buy
+8
New +$8.38K ﹤0.01% 399

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 $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
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

Raleigh Capital Management's WTM Position: Q1 2025 in Review

Raleigh Capital Management sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 8 shares — an estimated $15.6K sold.

Raleigh Capital Management first reported a position in WTM in Q1 2022 and held it in 12 quarters. The position peaked at $15.6K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • Raleigh Capital Management reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 8 White Mountains Insurance shares in Q1 2025, an estimated $15.6K.
  • Raleigh Capital Management first reported a position in White Mountains Insurance in Q1 2022 and held it in 12 quarters.
  • Raleigh Capital Management's White Mountains Insurance position peaked at $15.6K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.