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Stonebridge Financial Group (Pennsylvania)’s White Mountains Insurance WTM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-60
Closed -$116K – 956
2025
Q1 		$116K Hold
60
– – 0.01% 281
2024
Q4 		$117K Buy
+60
New +$113K 0.01% 274

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

Stonebridge Financial Group (Pennsylvania)'s WTM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 60 shares — an estimated $116K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WTM in Q4 2024 and held it in 2 quarters. The position peaked at $117K in Q4 2024. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 60 White Mountains Insurance shares in Q2 2025, an estimated $116K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in White Mountains Insurance in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s White Mountains Insurance position peaked at $117K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.