SS
WTM icon

Steve Schonfeld’s White Mountains Insurance WTM Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-800
Closed -$1.54M – 2607
2025
Q1 		$1.54M Buy
800
+100
+14% +$188K 0.01% 1083
2024
Q4 		$1.36M Hold
700
– – 0.01% 993
2024
Q3 		$1.19M Buy
700
+200
+40% +$349K 0.01% 1105
2024
Q2 		$909K Buy
+500
New +$884K 0.01% 1243
2023
Q4 		– Sell
-142
Closed -$212K – 2270
2023
Q3 		$212K Buy
+142
New +$218K ﹤0.01% 1403
2022
Q4 		– Sell
-324
Closed -$422K – 3058
2022
Q3 		$422K Sell
324
-176
-35% -$228K ﹤0.01% 1865
2022
Q2 		$623K Buy
+500
New +$581K 0.01% 1245
2022
Q1 		– Sell
-615
Closed -$623K – 2958
2021
Q4 		$623K Sell
615
-112
-15% -$118K 0.01% 1155
2021
Q3 		$778K Buy
727
+27
+4% +$30.2K 0.01% 1064
2021
Q2 		$804K Buy
+700
New +$817K 0.01% 1001
2020
Q1 		– Sell
-400
Closed -$447K – 1574
2019
Q4 		$447K Sell
400
-900
-69% -$982K 0.01% 794
2019
Q3 		$1.4M Sell
1,300
-1,300
-50% -$1.39M 0.04% 392
2019
Q2 		$2.66M Hold
2,600
– – 0.09% 244
2019
Q1 		$2.41M Buy
2,600
+100
+4% +$90.6K 0.08% 291
2018
Q4 		$2.14M Sell
2,500
-100
-4% -$89.1K 0.08% 307
2018
Q3 		$2.43M Buy
2,600
+483
+23% +$448K 0.11% 252
2018
Q2 		$1.92M Buy
2,117
+88
+4% +$77.5K 0.1% 276
2018
Q1 		$1.67M Buy
+2,029
New +$1.67M 0.13% 230

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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Steve Schonfeld's WTM Position: Q2 2025 in Review

Steve Schonfeld sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 800 shares — an estimated $1.54M sold.

Steve Schonfeld first reported a position in WTM in Q1 2018 and held it in 18 quarters. The position peaked at $2.66M in Q2 2019. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Steve Schonfeld reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 800 White Mountains Insurance shares in Q2 2025, an estimated $1.54M.
  • Steve Schonfeld first reported a position in White Mountains Insurance in Q1 2018 and held it in 18 quarters.
  • Steve Schonfeld's White Mountains Insurance position peaked at $2.66M in Q2 2019.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.