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Susquehanna Portfolio Strategies’s White Mountains Insurance WTM Stock Holding History

Susquehanna Portfolio Strategies’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
-187
Closed -$313K – 1146
2025
Q3 		$313K Buy
+187
New +$334K 0.01% 918

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

Susquehanna Portfolio Strategies's WTM Position: Q4 2025 in Review

Susquehanna Portfolio Strategies sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 187 shares — an estimated $313K sold.

Susquehanna Portfolio Strategies first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $313K in Q3 2025. 352 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Susquehanna Portfolio Strategies reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 187 White Mountains Insurance shares in Q4 2025, an estimated $313K.
  • Susquehanna Portfolio Strategies first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • Susquehanna Portfolio Strategies's White Mountains Insurance position peaked at $313K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.