American International Group’s White Mountains Insurance WTM Stock Holding History

American International Group’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 Q2	–	Sell	-20	Closed	-$35.9K	–	2753
2024 Q1	$35.9K	Hold	20	–	–	﹤0.01%	2852
2023 Q4	$30.1K	Sell	20 -1	-5%	-$1.49K	﹤0.01%	2913
2023 Q3	$31.4K	Sell	21 -1	-5%	-$1.53K	﹤0.01%	2925
2023 Q2	$30.6K	Sell	22 -4	-15%	-$5.63K	﹤0.01%	2974
2023 Q1	$35.8K	Hold	26	–	–	﹤0.01%	2798
2022 Q4	$36.8K	Sell	26 -4	-13%	-$5.42K	﹤0.01%	2828
2022 Q3	$39K	Hold	30	–	–	﹤0.01%	2880
2022 Q2	$37K	Sell	30 -1	-3%	-$1.16K	﹤0.01%	2937
2022 Q1	$35K	Hold	31	–	–	﹤0.01%	2947
2021 Q4	$31K	Sell	31 -3	-9%	-$3.17K	﹤0.01%	3054
2021 Q3	$36K	Sell	34 -4	-11%	-$4.47K	﹤0.01%	3039
2021 Q2	$44	Buy	38 +2	+6%	+$2.33K	﹤0.01%	3015
2021 Q1	$40	Sell	36 -3	-8%	-$3.35K	﹤0.01%	3035
2020 Q4	$39	Hold	39	–	–	﹤0.01%	3010
2020 Q3	$30K	Hold	39	–	–	﹤0.01%	3008
2020 Q2	$35K	Sell	39 -11	-22%	-$9.91K	﹤0.01%	2984
2020 Q1	$46K	Buy	50 +2	+4%	+$2.07K	﹤0.01%	2716
2019 Q4	$54K	Sell	48 -2	-4%	-$2.18K	﹤0.01%	2861
2019 Q3	$54K	Hold	50	–	–	﹤0.01%	2879
2019 Q2	$51K	Sell	50 -3	-6%	-$2.89K	﹤0.01%	2938
2019 Q1	$49K	Sell	53 -2	-4%	-$1.81K	﹤0.01%	2882
2018 Q4	$47K	Hold	55	–	–	﹤0.01%	2903
2018 Q3	$51K	Sell	55 -2	-4%	-$1.85K	﹤0.01%	3058
2018 Q2	$52K	Sell	57 -17	-23%	-$15K	﹤0.01%	2981
2018 Q1	$61K	Hold	74	–	–	﹤0.01%	2854
2017 Q4	$63K	Buy	+74	New	+$64.7K	﹤0.01%	2896
2017 Q3	–	Sell	-94	Closed	-$82K	–	2993
2017 Q2	$82K	Sell	94 -17	-15%	-$14.7K	﹤0.01%	2841
2017 Q1	$98K	Sell	111 -13	-10%	-$11.6K	﹤0.01%	2606
2016 Q4	$104K	Sell	124 -21	-14%	-$17.6K	﹤0.01%	2585
2016 Q3	$120K	Sell	145 -12	-8%	-$9.89K	﹤0.01%	2500
2016 Q2	$132K	Sell	157 -44	-22%	-$35.9K	﹤0.01%	2413
2016 Q1	$161K	Hold	201	–	–	﹤0.01%	2981
2015 Q4	$146K	Sell	201 -10	-5%	-$7.66K	﹤0.01%	3150
2015 Q3	$158K	Sell	211 -7	-3%	-$5.04K	﹤0.01%	3049
2015 Q2	$143K	Sell	218 -1	-0.5%	-$663	﹤0.01%	3345
2015 Q1	$150K	Buy	219 +8	+4%	+$5.28K	﹤0.01%	3219
2014 Q4	$133K	Sell	211 -1	-0.5%	-$636	﹤0.01%	3321
2014 Q3	$134K	Sell	212 -11	-5%	-$6.87K	﹤0.01%	3304
2014 Q2	$136K	Sell	223 -15	-6%	-$8.93K	﹤0.01%	3338
2014 Q1	$143K	Buy	238 +1	+0.4%	+$584	﹤0.01%	3147
2013 Q4	$143K	Buy	237 +1	+0.4%	+$589	﹤0.01%	3063
2013 Q3	$134K	Buy	236 +47	+25%	+$27.3K	﹤0.01%	3084
2013 Q2	$109K	Buy	+189	New	+$110K	﹤0.01%	3084

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

BlackRock New York $5.72T AUM 30.48% 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

WCM

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

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

LCOV

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

American International Group's WTM Position: Q2 2024 in Review

American International Group sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 20 shares — an estimated $35.9K sold.

American International Group first reported a position in WTM in Q2 2013 and held it in 43 quarters. The position peaked at $161K in Q1 2016. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

American International Group reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
American International Group sold 20 White Mountains Insurance shares in Q2 2024, an estimated $35.9K.
American International Group first reported a position in White Mountains Insurance in Q2 2013 and held it in 43 quarters.
American International Group's White Mountains Insurance position peaked at $161K in Q1 2016.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on American International Group's 13F filing for Q2 2024, filed 13 Aug 2024.