Artisan Partners’s White Mountains Insurance WTM Stock Holding History

Artisan Partners’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	–	Sell	-110,917	Closed	-$138M	–	332
2022 Q2	$138M	Sell	110,917 -7,844	-7%	-$9.11M	0.23%	106
2022 Q1	$135M	Buy	118,761 +25,270	+27%	+$26.5M	0.18%	141
2021 Q4	$94.8M	Buy	93,491 +10,480	+13%	+$11.1M	0.11%	184
2021 Q3	$88.8M	Buy	83,011 +17,524	+27%	+$19.6M	0.11%	186
2021 Q2	$75.2M	Buy	65,487 +12,527	+24%	+$14.6M	0.09%	210
2021 Q1	$59M	Buy	52,960 +43,923	+486%	+$49.1M	0.07%	239
2020 Q4	$9.04M	Buy	+9,037	New	+$8.5M	0.01%	317

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

Artisan Partners's WTM Position: Q3 2022 in Review

Artisan Partners sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 110,917 shares — an estimated $138M sold.

Artisan Partners first reported a position in WTM in Q4 2020 and held it in 7 quarters. The position peaked at $138M in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Artisan Partners reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
Artisan Partners sold 110,917 White Mountains Insurance shares in Q3 2022, an estimated $138M.
Artisan Partners first reported a position in White Mountains Insurance in Q4 2020 and held it in 7 quarters.
Artisan Partners's White Mountains Insurance position peaked at $138M in Q2 2022.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Artisan Partners's 13F filing for Q3 2022, filed 10 Nov 2022.