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TownSquare Capital’s White Mountains Insurance WTM Stock Holding History

TownSquare 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
Q2 		– Sell
-357
Closed -$688K – 1611
2025
Q1 		$688K Buy
357
+12
+3% +$22.6K 0.01% 994
2024
Q4 		$671K Buy
345
+206
+148% +$389K 0.01% 904
2024
Q3 		$236K Buy
139
+17
+14% +$29.6K ﹤0.01% 1297
2024
Q2 		$222K Buy
122
+7
+6% +$12.4K ﹤0.01% 1173
2024
Q1 		$206K Buy
+115
New +$193K ﹤0.01% 1140

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

TownSquare Capital's WTM Position: Q2 2025 in Review

TownSquare Capital sold out of White Mountains Insurance (WTM) in Q2 2025, closing a stake of 357 shares — an estimated $688K sold.

TownSquare Capital first reported a position in WTM in Q1 2024 and held it in 5 quarters. The position peaked at $688K in Q1 2025. 325 funds tracked by Wall St. Rank hold WTM as of Q2 2025.

  • TownSquare Capital reported no remaining White Mountains Insurance position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 357 White Mountains Insurance shares in Q2 2025, an estimated $688K.
  • TownSquare Capital first reported a position in White Mountains Insurance in Q1 2024 and held it in 5 quarters.
  • TownSquare Capital's White Mountains Insurance position peaked at $688K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.