Chuck Royce's WTM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 6,302 shares of White Mountains Insurance Group, Ltd. (WTM) worth $10.53 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 7,865 shares. Largest reduction occurred in Q2 2025, reducing 4,985 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's White Mountains Insurance Group (WTM) Holding Value Over Time
Track share changes against reported price movement
Quarterly White Mountains Insurance Group (WTM) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3,535 | Add 0.00% | 3,534 | $574.99 |
| Q3 2014 | +1,200 | Add 33.96% | 4,734 | $630.12 |
| Q4 2014 | +400 | Add 8.45% | 5,134 | $630.11 |
| Q1 2015 | +500 | Add 9.74% | 5,634 | $684.59 |
| Q1 2016 | -3,100 | Reduce 55.02% | 2,534 | $802.68 |
| Q4 2016 | -100 | Reduce 3.95% | 2,434 | $836.07 |
| Q3 2017 | -105 | Reduce 4.31% | 2,329 | $857.02 |
| Q4 2017 | -80 | Reduce 3.43% | 2,249 | $851.49 |
| Q4 2018 | -71 | Reduce 3.16% | 2,178 | $857.67 |
| Q1 2019 | -27 | Reduce 1.24% | 2,151 | $925.62 |
| Q2 2019 | -66 | Reduce 3.07% | 2,085 | $1021.58 |
| Q3 2019 | -2,085 | Sold Out | 2,085 | $0.00 |
| Q3 2021 | +6,897 | New Buy | 6,897 | $1069.60 |
| Q4 2021 | +6,149 | Add 89.15% | 13,046 | $1013.87 |
| Q1 2022 | -530 | Reduce 4.06% | 12,516 | $1136.23 |
| Q2 2022 | -2,050 | Reduce 16.38% | 10,466 | $1246.13 |
| Q3 2022 | +2,040 | Add 19.49% | 12,506 | $1303.05 |
| Q1 2023 | +1,150 | Add 9.20% | 13,656 | $1377.49 |
| Q2 2023 | -1,120 | Reduce 8.20% | 12,536 | $1388.91 |
| Q3 2023 | +7,865 | Add 62.74% | 20,401 | $1495.69 |
| Q4 2023 | -2,466 | Reduce 12.09% | 17,935 | $1505.01 |
| Q1 2024 | -1,793 | Reduce 10.00% | 16,142 | $1794.30 |
| Q2 2024 | -1,117 | Reduce 6.92% | 15,025 | $1817.45 |
| Q3 2024 | -558 | Reduce 3.71% | 14,467 | $1696.20 |
| Q4 2024 | -2,161 | Reduce 14.94% | 12,306 | $1945.06 |
| Q1 2025 | -718 | Reduce 5.83% | 11,588 | $1925.81 |
| Q2 2025 | -4,985 | Reduce 43.02% | 6,603 | $1795.72 |
| Q3 2025 | -301 | Reduce 4.56% | 6,302 | $1671.52 |
Chuck Royce's White Mountains Insurance Group Investment FAQs
Chuck Royce first purchased White Mountains Insurance Group, Ltd. (WTM) in Q2 2013, acquiring 3,534 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held White Mountains Insurance Group, Ltd. (WTM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q3 2023, adding 20,401 shares worth $30.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 6,302 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $10.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, White Mountains Insurance Group, Ltd. (WTM) represents approximately 0.11% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 20,401 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.