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UMB Bank’s White Mountains Insurance WTM Stock Holding History

UMB Bank’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
-28
Closed -$54.5K – 2175
2024
Q4 		$54.5K Hold
28
– – ﹤0.01% 887
2024
Q3 		$47.5K Buy
28
+8
+40% +$13.9K ﹤0.01% 890
2024
Q2 		$36.3K Hold
20
– – ﹤0.01% 899
2024
Q1 		$35.9K Buy
20
+7
+54% +$11.7K ﹤0.01% 894
2023
Q4 		$19.6K Buy
+13
New +$19.3K ﹤0.01% 1066

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
Fuller & Thaler Asset Management
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 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

UMB Bank's WTM Position: Q1 2025 in Review

UMB Bank sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 28 shares — an estimated $54.5K sold.

UMB Bank first reported a position in WTM in Q4 2023 and held it in 5 quarters. The position peaked at $54.5K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

  • UMB Bank reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 28 White Mountains Insurance shares in Q1 2025, an estimated $54.5K.
  • UMB Bank first reported a position in White Mountains Insurance in Q4 2023 and held it in 5 quarters.
  • UMB Bank's White Mountains Insurance position peaked at $54.5K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.