Spire Wealth Management’s White Mountains Insurance WTM Stock Holding History

Spire Wealth 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	-3	Closed	-$5.01K	–	2493
2025 Q3	$5.01K	Sell	3 -2	-40%	-$3.57K	﹤0.01%	1955
2025 Q2	$8.98K	Sell	5 -3	-38%	-$5.34K	﹤0.01%	1756
2025 Q1	$15.4K	Sell	8 -11	-58%	-$20.7K	﹤0.01%	1699
2024 Q4	$37K	Hold	19	–	–	﹤0.01%	1406
2024 Q3	$32.2K	Sell	19 -4	-17%	-$6.97K	﹤0.01%	1275
2024 Q2	$41.8K	Buy	+23	New	+$40.7K	﹤0.01%	1176
2024 Q1	–	Sell	-13	Closed	-$21.3K	–	2419
2023 Q4	$21.3K	Buy	+13	New	+$19.3K	﹤0.01%	1515
2022 Q1	–	Sell	-3	Closed	-$3K	–	2910
2021 Q4	$3K	Buy	+3	New	+$3.17K	﹤0.01%	2731
2021 Q2	–	Sell	-3	Closed	-$3K	–	2996
2021 Q1	$3K	Buy	+3	New	+$3.35K	﹤0.01%	2785

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

Spire Wealth Management's WTM Position: Q4 2025 in Review

Spire Wealth Management sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 3 shares — an estimated $5.01K sold.

Spire Wealth Management first reported a position in WTM in Q1 2021 and held it in 9 quarters. The position peaked at $41.8K in Q2 2024. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

Spire Wealth Management reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 3 White Mountains Insurance shares in Q4 2025, an estimated $5.01K.
Spire Wealth Management first reported a position in White Mountains Insurance in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's White Mountains Insurance position peaked at $41.8K in Q2 2024.
352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.