WTM White Mountains Ins.

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  ·  36 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported White Mountains Ins. (WTM) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.06% in 2025 Q4. The latest visible filing shows WTM at 2.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY MANAGEMENT INC /WI/'s position in White Mountains Ins., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WTM was reported at 2.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY MANAGEMENT INC /WI/ held WTM — position size vs. price
% of Fund (quarterly)    WTM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 90,333 -4,050 -4.3% 2.06% $187.7M 2026-02-14 (Est.) $2187.07
2025 Q3 ADDED 94,383 +22,905 +32.0% 1.60% $157.8M 2025-11-14 $1923.79
2025 Q2 REDUCED 71,478 -317 -0.4% 1.23% $128.4M 2025-08-14 $1843.50
2025 Q1 ADDED 71,795 +22,681 +46.2% 1.34% $138.3M 2025-05-14 $1768.14
2024 Q4 REDUCED 49,114 -206 -0.4% 0.89% $95.5M 2025-02-13 $1832.37
2024 Q3 REDUCED 49,320 -36 -0.1% 0.73% $83.7M 2024-11-14 $1921.53
2024 Q2 ADDED 49,356 +10,361 +26.6% 0.83% $89.7M 2024-08-13 $1670.14
2024 Q1 ADDED 38,995 +1,017 +2.7% 0.62% $70.0M 2024-05-14 $1755.54
2023 Q4 ADDED 37,978 +1,123 +3.0% 0.53% $57.2M 2024-02-14 $1730.16
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and WTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning WTM?

FIDUCIARY MANAGEMENT INC /WI/ reported WTM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WTM position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for WTM was 2.06% in 2025 Q4.

What is the latest reported WTM position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY MANAGEMENT INC /WI/ reported 90,333 shares, equal to 2.06% of portfolio, with an estimated market value of $187.7M.

What does the chart on this WTM ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'s quarterly WTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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