Longleaf Partners Small-Cap Fund’s Investment Theses for White Mountains (WTM)

In its third-quarter 2025 capitalist letter, Longleaf Partners Small-Cap Fund highlighted stocks specified arsenic White Mountains Insurance Group, Ltd. (NYSE:WTM). Headquartered successful Hamilton, Bermuda, White Mountains Insurance Group, Ltd. (NYSE:WTM) is an security and different fiscal services provider. The one-month instrumentality of White Mountains Insurance Group, Ltd. (NYSE:WTM) was 5.43%, and its shares gained 2.04% of their worth implicit the past 52 weeks. On December 1, 2025, White Mountains Insurance Group, Ltd. (NYSE:WTM) banal closed astatine $2,024.89 per share, with a marketplace capitalization of $5.17 billion.

Longleaf Partners Small-Cap Fund stated the pursuing regarding White Mountains Insurance Group, Ltd. (NYSE:WTM) successful its 3rd 4th 2025 capitalist letter:

"We were gladsome to beryllium capable to summation our weighting successful this security holding institution astatine discounted prices during the quarter. White Mountains Insurance Group, Ltd. (NYSE:WTM) remains 1 of the astir value-per-share-focused companies we know. They demonstrated this erstwhile again aft 4th extremity with the highly accretive merchantability of their controlling involvement successful Bamboo for astir a 4x instrumentality successful ~2 years of ownership."

White Mountains Insurance Group, Ltd. (NYSE:WTM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 26 hedge money portfolios held White Mountains Insurance Group, Ltd. (NYSE:WTM) astatine the extremity of the 3rd quarter, up from 20 successful the erstwhile quarter. While we admit the imaginable of White Mountains Insurance Group, Ltd. (NYSE:WTM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered White Mountains Insurance Group, Ltd. (NYSE:WTM) and shared The London Company Small Cap Strategy's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.