WTM White Mountains Insurance Grou

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  17 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported White Mountains Insurance Grou (WTM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.93% in 2025 Q4. The latest visible filing shows WTM at 2.93% 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 SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in White Mountains Insurance Grou, 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 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% 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 Q3 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 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held WTM — position size vs. price
% of Fund (quarterly)    WTM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 31,652 0% 2.93% $65.8M 2026-02-14 (Est.) $2187.07
2025 Q3 ADDED 31,652 +10,558 +50.1% 2.70% $52.9M 2025-11-14 $1923.79
2025 Q2 ADDED 21,094 +2,610 +14.1% 1.91% $37.9M 2025-08-14 $1843.50
2025 Q1 REDUCED 18,484 -760 -3.9% 1.90% $35.6M 2025-05-15 $1799.38
2024 Q4 REDUCED 19,244 -1,494 -7.2% 1.77% $37.4M 2025-02-14 $1824.38
2024 Q3 REDUCED 20,738 -685 -3.2% 0.00% $35K 2024-11-14 $1921.53
2024 Q2 REDUCED 21,423 -3,285 -13.3% 1.70% $38.9M 2024-08-14 $1696.80
2024 Q1 REDUCED 24,708 -7,738 -23.8% 1.70% $44.3M 2024-05-15 $1768.25
2023 Q4 REDUCED 32,446 -499 -1.5% 1.88% $48.8M 2024-02-14 $1730.16
2023 Q3 REDUCED 32,945 -9,272 -22.0% 1.83% $49.3M 2023-11-14 $1511.95
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and WTM

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning WTM?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported WTM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WTM position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for WTM was 2.93% in 2025 Q4.

What is the latest reported WTM position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 31,652 shares, equal to 2.93% of portfolio, with an estimated market value of $65.8M.

What does the chart on this WTM ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'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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