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

AE 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
2024 Q1	–	Sell	-383	Closed	-$612K	–	2010
2023 Q4	$612K	Buy	383 +8	+2%	+$11.9K	﹤0.01%	1338
2023 Q3	$561K	Hold	375	–	–	﹤0.01%	1316
2023 Q2	$521K	Hold	375	–	–	﹤0.01%	1375
2023 Q1	$517K	Hold	375	–	–	﹤0.01%	1345
2022 Q4	$530K	Hold	375	–	–	﹤0.01%	1285
2022 Q3	$489K	Buy	+375	New	+$485K	﹤0.01%	1277

Other funds holding WTM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

WCM

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

AE Wealth Management's WTM Position: Q1 2024 in Review

AE Wealth Management sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 383 shares — an estimated $612K sold.

AE Wealth Management first reported a position in WTM in Q3 2022 and held it in 6 quarters. The position peaked at $612K in Q4 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

AE Wealth Management reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 383 White Mountains Insurance shares in Q1 2024, an estimated $612K.
AE Wealth Management first reported a position in White Mountains Insurance in Q3 2022 and held it in 6 quarters.
AE Wealth Management's White Mountains Insurance position peaked at $612K in Q4 2023.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.