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Stephens Consulting’s White Mountains Insurance WTM Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1
Closed -$1.8K – 1185
2025
Q2 		$1.8K Buy
+1
New +$1.78K ﹤0.01% 518

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stephens Consulting's WTM Position: Q3 2025 in Review

Stephens Consulting sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 1 share — an estimated $1.8K sold.

Stephens Consulting first reported a position in WTM in Q2 2025 and held it in 1 quarter. The position peaked at $1.8K in Q2 2025. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Stephens Consulting reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 White Mountains Insurance share in Q3 2025, an estimated $1.8K.
  • Stephens Consulting first reported a position in White Mountains Insurance in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's White Mountains Insurance position peaked at $1.8K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.