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SummitTX Capital’s White Mountains Insurance WTM Stock Holding History

SummitTX Capital’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
-200
Closed -$334K – 992
2025
Q3 		$334K Sell
200
-99
-33% -$177K 0.01% 609
2025
Q2 		$537K Buy
+299
New +$532K 0.02% 497

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

SummitTX Capital's WTM Position: Q4 2025 in Review

SummitTX Capital sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 200 shares — an estimated $334K sold.

SummitTX Capital first reported a position in WTM in Q2 2025 and held it in 2 quarters. The position peaked at $537K in Q2 2025. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • SummitTX Capital reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 200 White Mountains Insurance shares in Q4 2025, an estimated $334K.
  • SummitTX Capital first reported a position in White Mountains Insurance in Q2 2025 and held it in 2 quarters.
  • SummitTX Capital's White Mountains Insurance position peaked at $537K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.