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Susquehanna Fundamental Investments’s White Mountains Insurance WTM Stock Holding History

Susquehanna Fundamental Investments’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
-331
Closed -$637K – 1041
2025
Q1 		$637K Buy
+331
New +$623K 0.01% 792

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 $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Susquehanna Fundamental Investments's WTM Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 331 shares — an estimated $637K sold.

Susquehanna Fundamental Investments first reported a position in WTM in Q1 2025 and held it in 1 quarter. The position peaked at $637K in Q1 2025. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 331 White Mountains Insurance shares in Q2 2025, an estimated $637K.
  • Susquehanna Fundamental Investments first reported a position in White Mountains Insurance in Q1 2025 and held it in 1 quarter.
  • Susquehanna Fundamental Investments's White Mountains Insurance position peaked at $637K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.