American Portfolios Advisors’s White Mountains Insurance WTM Stock Holding History

American Portfolios Advisors’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	$10.4K	Sell	8 -1	-11%	-$1.29K	﹤0.01%	2520
2022 Q2	$11.2K	Hold	9	–	–	﹤0.01%	2515
2022 Q1	$10.2K	Hold	9	–	–	﹤0.01%	2676
2021 Q4	$9.13K	Hold	9	–	–	﹤0.01%	2656
2021 Q3	$9.63K	Hold	9	–	–	﹤0.01%	2583
2021 Q2	$10.3K	Hold	9	–	–	﹤0.01%	2493
2021 Q1	$10K	Hold	9	–	–	﹤0.01%	2378
2020 Q4	$9.01K	Sell	9 -1	-10%	-$941	﹤0.01%	2154
2020 Q3	$7.79K	Hold	10	–	–	﹤0.01%	2095
2020 Q2	$8.88K	Buy	10 +2	+25%	+$1.8K	﹤0.01%	1975
2020 Q1	$7.28K	Hold	8	–	–	﹤0.01%	1934
2019 Q4	$8.92K	Hold	8	–	–	﹤0.01%	2045
2019 Q3	$8.64K	Buy	+8	New	+$8.53K	﹤0.01%	1982

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

American Portfolios Advisors's WTM Position: Q3 2022 in Review

American Portfolios Advisors reduced its White Mountains Insurance (WTM) stake by 11% in Q3 2022, selling an estimated $1.29K and leaving 8 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

American Portfolios Advisors first reported a position in WTM in Q3 2019 and has held it in 13 quarters since. The position peaked at $11.2K in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

American Portfolios Advisors held 8 shares of White Mountains Insurance worth $10.4K as of Q3 2022.
American Portfolios Advisors sold 1 White Mountains Insurance share in Q3 2022, an estimated $1.29K.
White Mountains Insurance made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2520 holding.
American Portfolios Advisors first reported a position in White Mountains Insurance in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's White Mountains Insurance position peaked at $11.2K in Q2 2022.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.