Bartlett & Co’s White Mountains Insurance WTM Stock Holding History

Bartlett & Co’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
2023 Q4	$12K	Hold	8	–	–	﹤0.01%	976
2023 Q3	$12K	Hold	8	–	–	﹤0.01%	910
2023 Q2	$11K	Hold	8	–	–	﹤0.01%	918
2023 Q1	$11K	Hold	8	–	–	﹤0.01%	811
2022 Q4	$11K	Buy	+8	New	+$10.8K	﹤0.01%	816

Other funds holding WTM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Bartlett & Co's WTM Position: Q4 2023 in Review

Bartlett & Co held its White Mountains Insurance (WTM) position steady in Q4 2023 at 8 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Bartlett & Co first reported a position in WTM in Q4 2022 and has held it in 5 quarters since. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

Bartlett & Co held 8 shares of White Mountains Insurance worth $12K as of Q4 2023.
Bartlett & Co left its White Mountains Insurance share count unchanged in Q4 2023.
White Mountains Insurance made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #976 holding.
Bartlett & Co first reported a position in White Mountains Insurance in Q4 2022 and has held it in 5 quarters since.
295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.