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Roehl & Yi Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Roehl & Yi Investment Advisors’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
-120
Closed -$201K – 180
2025
Q3 		$201K Hold
120
– – 0.09% 154
2025
Q2 		$215K Hold
120
– – 0.11% 142
2025
Q1 		$231K Hold
120
– – 0.13% 139
2024
Q4 		$233K Buy
+120
New +$227K 0.13% 131

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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

Roehl & Yi Investment Advisors's WTM Position: Q4 2025 in Review

Roehl & Yi Investment Advisors sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 120 shares — an estimated $201K sold.

Roehl & Yi Investment Advisors first reported a position in WTM in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q4 2024. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Roehl & Yi Investment Advisors reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 120 White Mountains Insurance shares in Q4 2025, an estimated $201K.
  • Roehl & Yi Investment Advisors first reported a position in White Mountains Insurance in Q4 2024 and held it in 4 quarters.
  • Roehl & Yi Investment Advisors's White Mountains Insurance position peaked at $233K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.