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Vident Advisory’s White Mountains Insurance WTM Stock Holding History

Vident Advisory’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
Q3 		– Sell
-120
Closed -$215K – 1747
2025
Q2 		$215K Buy
+120
New +$213K ﹤0.01% 1472
2024
Q3 		– Sell
-1,724
Closed -$3.13M – 1573
2024
Q2 		$3.13M Buy
1,724
+49
+3% +$86.7K 0.09% 245
2024
Q1 		$3.01M Sell
1,675
-77
-4% -$129K 0.06% 292
2023
Q4 		$2.64M Sell
1,752
-16
-0.9% -$23.8K 0.07% 312
2023
Q3 		$2.64M Buy
+1,768
New +$2.71M 0.08% 260

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vident Advisory's WTM Position: Q3 2025 in Review

Vident Advisory sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 120 shares — an estimated $215K sold.

Vident Advisory first reported a position in WTM in Q3 2023 and held it in 5 quarters. The position peaked at $3.13M in Q2 2024. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Vident Advisory reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Vident Advisory sold 120 White Mountains Insurance shares in Q3 2025, an estimated $215K.
  • Vident Advisory first reported a position in White Mountains Insurance in Q3 2023 and held it in 5 quarters.
  • Vident Advisory's White Mountains Insurance position peaked at $3.13M in Q2 2024.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.