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Altshuler Shaham’s White Mountains Insurance WTM Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-35
Closed -$45K – 615
2022
Q3 		$45K Sell
35
-5
-13% -$6.47K ﹤0.01% 256
2022
Q2 		$50K Sell
40
-16
-29% -$18.6K ﹤0.01% 257
2022
Q1 		$64K Buy
+56
New +$58.6K ﹤0.01% 329
2020
Q2 		– Sell
-154
Closed -$140K – 590
2020
Q1 		$140K Sell
154
-93
-38% -$96.3K 0.01% 134
2019
Q4 		$276K Buy
247
+36
+17% +$39.3K 0.01% 116
2019
Q3 		$226K Buy
211
+104
+97% +$111K 0.01% 121
2019
Q2 		$109K Buy
107
+45
+73% +$43.3K ﹤0.01% 128
2019
Q1 		$57K Buy
62
+11
+22% +$9.96K ﹤0.01% 119
2018
Q4 		$44K Sell
51
-8
-14% -$7.13K ﹤0.01% 125
2018
Q3 		$55K Buy
59
+29
+97% +$26.9K ﹤0.01% 114
2018
Q2 		$27K Sell
30
-6
-17% -$5.29K ﹤0.01% 126
2018
Q1 		$30K Buy
36
+14
+64% +$11.6K ﹤0.01% 122
2017
Q4 		$19K Buy
+22
New +$19.2K ﹤0.01% 128

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Altshuler Shaham's WTM Position: Q4 2022 in Review

Altshuler Shaham sold out of White Mountains Insurance (WTM) in Q4 2022, closing a stake of 35 shares — an estimated $45K sold.

Altshuler Shaham first reported a position in WTM in Q4 2017 and held it in 13 quarters. The position peaked at $276K in Q4 2019. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

  • Altshuler Shaham reported no remaining White Mountains Insurance position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 35 White Mountains Insurance shares in Q4 2022, an estimated $45K.
  • Altshuler Shaham first reported a position in White Mountains Insurance in Q4 2017 and held it in 13 quarters.
  • Altshuler Shaham's White Mountains Insurance position peaked at $276K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.