B. Riley Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

B. Riley Wealth 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
2024 Q2	–	Sell	-166	Closed	-$248K	–	1618
2024 Q1	$248K	Buy	+166	New	+$278K	0.01%	1151
2023 Q4	–	Sell	-166	Closed	-$248K	–	1516
2023 Q3	$248K	Buy	+166	New	+$255K	0.01%	1151

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

B. Riley Wealth Advisors's WTM Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 166 shares — an estimated $248K sold.

B. Riley Wealth Advisors first reported a position in WTM in Q3 2023 and held it in 2 quarters. The position peaked at $248K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

B. Riley Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 166 White Mountains Insurance shares in Q2 2024, an estimated $248K.
B. Riley Wealth Advisors first reported a position in White Mountains Insurance in Q3 2023 and held it in 2 quarters.
B. Riley Wealth Advisors's White Mountains Insurance position peaked at $248K in Q1 2024.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.