Murray Stahl's WTM Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 13,084 shares of White Mountains Insurance Group, Ltd. (WTM) worth $21.87 M, representing 0.27% 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, Murray Stahl has maintained a long-term strategic position in WTM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 5,773 shares. Largest reduction occurred in Q1 2014, reducing 7,714 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl'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 Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +15,900 | Add 0.00% | 15,899 | $574.88 |
| Q3 2013 | -1,072 | Reduce 6.74% | 14,827 | $567.61 |
| Q4 2013 | -5,089 | Reduce 34.32% | 9,738 | $603.10 |
| Q1 2014 | -7,714 | Reduce 79.22% | 2,024 | $599.80 |
| Q2 2014 | -940 | Reduce 46.44% | 1,084 | $608.86 |
| Q4 2014 | -356 | Reduce 32.84% | 728 | $630.49 |
| Q3 2015 | +132 | Add 18.13% | 860 | $747.67 |
| Q1 2016 | -171 | Reduce 19.88% | 689 | $802.61 |
| Q3 2016 | -689 | Sold Out | 689 | $0.00 |
| Q4 2016 | +689 | New Buy | 689 | $835.99 |
| Q2 2017 | -157 | Reduce 22.79% | 532 | $868.42 |
| Q1 2019 | +409 | Add 0.00% | 408 | $926.47 |
| Q4 2019 | +230 | Add 56.37% | 638 | $1115.99 |
| Q3 2020 | +395 | Add 61.91% | 1,033 | $779.28 |
| Q3 2021 | +52 | Add 5.03% | 1,085 | $1070.05 |
| Q4 2021 | -251 | Reduce 23.13% | 834 | $1014.39 |
| Q1 2022 | -199 | Reduce 23.86% | 635 | $1137.01 |
| Q2 2022 | -400 | Reduce 62.99% | 235 | $1246.81 |
| Q3 2022 | +50 | Add 21.28% | 285 | $1301.75 |
| Q4 2022 | -285 | Sold Out | 285 | $0.00 |
| Q2 2024 | +1,365 | New Buy | 1,365 | $1817.45 |
| Q3 2024 | +5,773 | Add 422.93% | 7,138 | $1696.20 |
| Q4 2024 | +2,951 | Add 41.34% | 10,089 | $1945.06 |
| Q1 2025 | +1,256 | Add 12.45% | 11,345 | $1925.81 |
| Q2 2025 | -374 | Reduce 3.30% | 10,971 | $1795.72 |
| Q3 2025 | +2,113 | Add 19.26% | 13,084 | $1671.52 |
Murray Stahl's White Mountains Insurance Group Investment FAQs
Murray Stahl first purchased White Mountains Insurance Group, Ltd. (WTM) in Q2 2013, acquiring 15,899 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl 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.
Murray Stahl's largest addition to White Mountains Insurance Group, Ltd. (WTM) was in Q2 2013, adding 15,899 shares worth $9.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 13,084 shares of White Mountains Insurance Group, Ltd. (WTM), valued at approximately $21.87 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 0.27% of Murray Stahl'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.
Murray Stahl's peak holding in White Mountains Insurance Group, Ltd. (WTM) was 15,899 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.