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Yorktown Management & Research Company’s White Mountains Insurance WTM Stock Holding History

Yorktown Management & Research Company’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
-220
Closed -$395K – 242
2025
Q2 		$395K Hold
220
– – 0.38% 115
2025
Q1 		$424K Hold
220
– – 0.46% 86
2024
Q4 		$428K Buy
+220
New +$416K 0.41% 107

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

Yorktown Management & Research Company's WTM Position: Q3 2025 in Review

Yorktown Management & Research Company sold out of White Mountains Insurance (WTM) in Q3 2025, closing a stake of 220 shares — an estimated $395K sold.

Yorktown Management & Research Company first reported a position in WTM in Q4 2024 and held it in 3 quarters. The position peaked at $428K in Q4 2024. 338 funds tracked by Wall St. Rank hold WTM as of Q3 2025.

  • Yorktown Management & Research Company reported no remaining White Mountains Insurance position as of Q3 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 220 White Mountains Insurance shares in Q3 2025, an estimated $395K.
  • Yorktown Management & Research Company first reported a position in White Mountains Insurance in Q4 2024 and held it in 3 quarters.
  • Yorktown Management & Research Company's White Mountains Insurance position peaked at $428K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2025.

Based on Yorktown Management & Research Company's 13F filing for Q3 2025, filed 29 Oct 2025.