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AGF Investments Inc’s White Mountains Insurance WTM Stock Holding History

AGF Investments Inc’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
Q1 		– Sell
-374
Closed -$379K – 717
2021
Q4 		$379K Buy
374
+174
+87% +$184K ﹤0.01% 525
2021
Q3 		$214K Buy
200
+6
+3% +$6.7K ﹤0.01% 525
2021
Q2 		$223K Buy
194
+8
+4% +$9.34K ﹤0.01% 537
2021
Q1 		$207K Buy
186
+13
+8% +$14.5K ﹤0.01% 583
2020
Q4 		$173K Sell
173
-209
-55% -$197K ﹤0.01% 661
2020
Q3 		$298K Buy
382
+77
+25% +$66.6K ﹤0.01% 587
2020
Q2 		$271K Buy
305
+2
+0.7% +$1.8K ﹤0.01% 579
2020
Q1 		$276K Buy
+303
New +$314K ﹤0.01% 476

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AGF Investments Inc's WTM Position: Q1 2022 in Review

AGF Investments Inc sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 374 shares — an estimated $379K sold.

AGF Investments Inc first reported a position in WTM in Q1 2020 and held it in 8 quarters. The position peaked at $379K in Q4 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

  • AGF Investments Inc reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
  • AGF Investments Inc sold 374 White Mountains Insurance shares in Q1 2022, an estimated $379K.
  • AGF Investments Inc first reported a position in White Mountains Insurance in Q1 2020 and held it in 8 quarters.
  • AGF Investments Inc's White Mountains Insurance position peaked at $379K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

Based on AGF Investments Inc's 13F filing for Q1 2022, filed 10 May 2022.