Benjamin F. Edwards & Company’s White Mountains Insurance WTM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-9	Closed	-$10K	–	1910
2022 Q1	$10K	Hold	9	–	–	﹤0.01%	1376
2021 Q4	$9K	Hold	9	–	–	﹤0.01%	1416
2021 Q3	$10K	Hold	9	–	–	﹤0.01%	1385
2021 Q2	$10K	Hold	9	–	–	﹤0.01%	1395
2021 Q1	$10K	Sell	9 -8	-47%	-$8.95K	﹤0.01%	1374
2020 Q4	$17K	Hold	17	–	–	﹤0.01%	1178
2020 Q3	$13K	Hold	17	–	–	﹤0.01%	1219
2020 Q2	$15K	Sell	17 -18	-51%	-$16.2K	﹤0.01%	1196
2020 Q1	$32K	Hold	35	–	–	﹤0.01%	951
2019 Q4	$39K	Hold	35	–	–	﹤0.01%	1034
2019 Q3	$38K	Sell	35 -2	-5%	-$2.13K	﹤0.01%	1007
2019 Q2	$38K	Buy	+37	New	+$35.6K	﹤0.01%	982

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Benjamin F. Edwards & Company's WTM Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of White Mountains Insurance (WTM) in Q2 2022, closing a stake of 9 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in WTM in Q2 2019 and held it in 12 quarters. The position peaked at $39K in Q4 2019. 259 funds tracked by Wall St. Rank hold WTM as of Q2 2022.

Benjamin F. Edwards & Company reported no remaining White Mountains Insurance position as of Q2 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 9 White Mountains Insurance shares in Q2 2022, an estimated $10K.
Benjamin F. Edwards & Company first reported a position in White Mountains Insurance in Q2 2019 and held it in 12 quarters.
Benjamin F. Edwards & Company's White Mountains Insurance position peaked at $39K in Q4 2019.
259 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.