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Wealthspire Advisors (New York)’s White Mountains Insurance WTM Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-9
Closed -$15K – 2918
2025
Q3 		$15K Buy
+9
New +$16.1K ﹤0.01% 1827

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 $6.73T AUM 46.02% 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

Wealthspire Advisors (New York)'s WTM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of White Mountains Insurance (WTM) in Q4 2025, closing a stake of 9 shares — an estimated $15K sold.

Wealthspire Advisors (New York) first reported a position in WTM in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 351 funds tracked by Wall St. Rank hold WTM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining White Mountains Insurance position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 9 White Mountains Insurance shares in Q4 2025, an estimated $15K.
  • Wealthspire Advisors (New York) first reported a position in White Mountains Insurance in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s White Mountains Insurance position peaked at $15K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.