Sage Investment Counsel LLC WTM — WHITE MTNS INS GROUP LTD

Ownership history in Sage Investment Counsel LLC  ·  6 quarters on record

AI Ownership Summary

Sage Investment Counsel LLC reported WHITE MTNS INS GROUP LTD (WTM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q4. The latest visible filing shows WTM at 0.49% 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.

What this WTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Investment Counsel LLC's position in WHITE MTNS INS GROUP LTD, 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
2026 Q1

WTM was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

WTM stock page Sage Investment Counsel LLC fund profile Sage Investment Counsel LLC full holdings
How Sage Investment Counsel LLC held WTM — position size vs. price
% of Fund (quarterly)    WTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 200 — 0% 0.49% $439K 2026-04-24 $2259.27
2025 Q4 UNCHANGED — — — 200 — 0% 0.46% $416K 2026-01-23 $2055.70
2025 Q3 UNCHANGED — — — 200 — 0% 0.37% $334K 2025-10-21 $1920.03
2025 Q2 UNCHANGED — — — 200 — 0% 0.42% $359K 2025-07-22 $1790.53
2025 Q1 UNCHANGED — — — 200 — 0% 0.49% $385K 2025-04-23 $1750.20
2024 Q4 INITIATED — — — 200 — — 0.51% $389K 2025-02-05 $1918.97

🏢 Other funds also holding WTM

As of 2026 Q2 — sorted by position size

Mraz, Amerine & Associates, Inc. 3Y 7Y 6.61% River Road Asset Management, LLC 3Y 7Y 2.67% REINHART PARTNERS, LLC. 3Y 7Y 2.11% Lexington Hill Partners, LLC 0.52% BRAVE ASSET MANAGEMENT INC 3Y 7Y 0.41% B.O.S.S. Retirement Advisors, LLC 3Y 0.3% Brown Miller Wealth Management, LLC 3Y 0.16% Legacy Wealth Asset Management, LLC 3Y 0.15% Hudson Value Partners, LLC 3Y 0.11% Davis Capital Management 3Y 0.05%

FAQ About Sage Investment Counsel LLC and WTM

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

How long has Sage Investment Counsel LLC reported owning WTM?

Sage Investment Counsel LLC reported WTM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WTM position in Sage Investment Counsel LLC's portfolio?

The largest reported portfolio weight for WTM was 0.51% in 2024 Q4.

What is the latest reported WTM position on this page?

The most recent filing on this page is 2026 Q1, when Sage Investment Counsel LLC reported 200 shares, equal to 0.49% of portfolio, with an estimated market value of $439K.

What does the chart on this WTM ownership page compare?

The chart compares Sage Investment Counsel LLC'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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