Adams Wealth Management’s White Mountains Insurance WTM Stock Holding History

Adams Wealth Management’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-543	Closed	-$677K	–	91
2022 Q2	$677K	Buy	543 +84	+18%	+$97.6K	0.26%	38
2022 Q1	$522K	Buy	459 +15	+3%	+$15.7K	0.17%	51
2021 Q4	$450K	Buy	444 +128	+41%	+$135K	0.13%	63
2021 Q3	$338K	Buy	316 +17	+6%	+$19K	0.13%	60
2021 Q2	$343K	Buy	299 +13	+5%	+$15.2K	0.15%	59
2021 Q1	$319K	Buy	286 +25	+10%	+$28K	0.15%	58
2020 Q4	$261K	Sell	261 -2	-0.8%	-$1.88K	0.16%	54
2020 Q3	$205K	Buy	263 +4	+2%	+$3.46K	0.16%	58
2020 Q2	$230K	Buy	+259	New	+$233K	0.24%	65

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Adams Wealth Management's WTM Position: Q3 2022 in Review

Adams Wealth Management sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 543 shares — an estimated $677K sold.

Adams Wealth Management first reported a position in WTM in Q2 2020 and held it in 9 quarters. The position peaked at $677K in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Adams Wealth Management reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
Adams Wealth Management sold 543 White Mountains Insurance shares in Q3 2022, an estimated $677K.
Adams Wealth Management first reported a position in White Mountains Insurance in Q2 2020 and held it in 9 quarters.
Adams Wealth Management's White Mountains Insurance position peaked at $677K in Q2 2022.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Adams Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.