From Yahoo Finance: 2025-04-02 09:46:00

River Road Asset Management released its Q4 2024 investor letter for the River Road Small-Mid Cap Value Fund. The fund returned 3.67% in Q4 compared to -0.26% for the Russell 2500TM Value Index. In 2024, the fund returned 12.46% versus the Index return of 10.98%. See the fund’s top five holdings for more information.

White Mountains Insurance Group, Ltd. (NYSE:WTM) was highlighted in the investor letter as a key stock. With a stock price of $1,901.99 per share on April 1, 2025, WTM saw a 2.57% one-month return and an 8.91% increase over the last 52 weeks. The company has a market cap of $4.875 billion.

In the same investor letter, River Road Small-Mid Cap Value Fund mentioned White Mountains Insurance Group, Ltd. (NYSE:WTM) as a poor performer in Q3 2024. Despite a decline in book value, the fund maintained its position in WTM. The company operates various insurance and financial services businesses, showing resilience in its operating results.

White Mountains Insurance Group, Ltd. (NYSE:WTM) is not among the 30 Most Popular Stocks Among Hedge Funds. While 18 hedge funds held WTM at the end of Q4, the focus is shifting to AI stocks for higher returns. AI stocks are seen as offering greater potential for growth within a shorter timeframe compared to traditional financial services stocks like WTM.



Read more at Yahoo Finance: Should You Maintain Your Position in White Mountains Insurance Group Ltd. (WTM)?