Waldron Private Wealth’s White Mountains Insurance WTM Stock Holding History

Waldron Private Wealth’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	-105	Closed	-$204K	–	431
2024 Q4	$204K	Buy	+105	New	+$198K	0.01%	400

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

Waldron Private Wealth's WTM Position: Q1 2025 in Review

Waldron Private Wealth sold out of White Mountains Insurance (WTM) in Q1 2025, closing a stake of 105 shares — an estimated $204K sold.

Waldron Private Wealth first reported a position in WTM in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 322 funds tracked by Wall St. Rank hold WTM as of Q1 2025.

Waldron Private Wealth reported no remaining White Mountains Insurance position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 105 White Mountains Insurance shares in Q1 2025, an estimated $204K.
Waldron Private Wealth first reported a position in White Mountains Insurance in Q4 2024 and held it in 1 quarter.
Waldron Private Wealth's White Mountains Insurance position peaked at $204K in Q4 2024.
322 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.