Aviva’s White Mountains Insurance WTM Stock Holding History

Aviva’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	-482	Closed	-$865K	–	979
2024 Q1	$865K	Buy	+482	New	+$808K	﹤0.01%	686
2014 Q1	–	Sell	-2,137	Closed	-$1.29M	–	822
2013 Q4	$1.29M	Buy	2,137 +61	+3%	+$36K	0.01%	746
2013 Q3	$1.18M	Buy	2,076 +292	+16%	+$170K	0.01%	761
2013 Q2	$1.03M	Buy	+1,784	New	+$1.04M	0.01%	761

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

Aviva's WTM Position: Q2 2024 in Review

Aviva sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 482 shares — an estimated $865K sold.

Aviva first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $1.29M in Q4 2013. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

Aviva reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
Aviva sold 482 White Mountains Insurance shares in Q2 2024, an estimated $865K.
Aviva first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
Aviva's White Mountains Insurance position peaked at $1.29M in Q4 2013.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Aviva's 13F filing for Q2 2024, filed 2 Aug 2024.