TCOV
WTM icon

Trust Company of Vermont’s White Mountains Insurance WTM Stock Holding History

Trust Company of Vermont’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 		$6.23K Hold
3
– – ﹤0.01% 907
2025
Q3 		$5.01K Hold
3
– – ﹤0.01% 921
2025
Q2 		$5.39K Hold
3
– – ﹤0.01% 910
2025
Q1 		$5.78K Hold
3
– – ﹤0.01% 825
2024
Q4 		$5.83K Hold
3
– – ﹤0.01% 834
2024
Q3 		$5.09K Buy
+3
New +$5.23K ﹤0.01% 835

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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Trust Company of Vermont's WTM Position: Q4 2025 in Review

Trust Company of Vermont held its White Mountains Insurance (WTM) position steady in Q4 2025 at 3 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Trust Company of Vermont first reported a position in WTM in Q3 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Trust Company of Vermont held 3 shares of White Mountains Insurance worth $6.23K as of Q4 2025.
  • Trust Company of Vermont left its White Mountains Insurance share count unchanged in Q4 2025.
  • White Mountains Insurance made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #907 holding.
  • Trust Company of Vermont first reported a position in White Mountains Insurance in Q3 2024 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.