Sutton Place Investors’s White Mountains Insurance WTM Stock Holding History

Sutton Place Investors’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 Q1	–	Sell	-929	Closed	-$1.81M	–	137
2024 Q4	$1.81M	Hold	929	–	–	1.05%	30
2024 Q3	$1.58M	Hold	929	–	–	0.96%	33
2024 Q2	$1.69M	Hold	929	–	–	1.12%	29
2024 Q1	$1.67M	Buy	+929	New	+$1.56M	0.82%	32

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Sutton Place Investors's WTM Position: Q1 2025 in Review

Sutton Place Investors sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 929 shares — an estimated $1.81M sold.

Sutton Place Investors first reported a position in WTM in Q1 2024 and held it in 4 quarters. The position peaked at $1.81M in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

Sutton Place Investors reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
Sutton Place Investors sold 929 White Mountains Insurance shares in Q1 2025, an estimated $1.81M.
Sutton Place Investors first reported a position in White Mountains Insurance in Q1 2024 and held it in 4 quarters.
Sutton Place Investors's White Mountains Insurance position peaked at $1.81M in Q4 2024.
322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Sutton Place Investors's 13F filing for Q1 2025, filed 29 Apr 2025.