Blueshift Asset Management’s White Mountains Insurance WTM Stock Holding History

Blueshift Asset Management’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 Q2	–	Sell	-148	Closed	-$204K	–	490
2023 Q1	$204K	Buy	+148	New	+$212K	0.09%	307
2022 Q3	–	Sell	-171	Closed	-$213K	–	866
2022 Q2	$213K	Sell	171 -238	-58%	-$276K	0.04%	558
2022 Q1	$465K	Buy	+409	New	+$428K	0.04%	473
2020 Q4	–	Sell	-369	Closed	-$287K	–	904
2020 Q3	$287K	Buy	+369	New	+$319K	0.04%	462
2019 Q2	–	Sell	-469	Closed	-$434K	–	993
2019 Q1	$434K	Buy	+469	New	+$425K	0.06%	431

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

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

BlackRock New York $5.72T AUM 30.48% 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

Blueshift Asset Management's WTM Position: Q2 2023 in Review

Blueshift Asset Management sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 148 shares — an estimated $204K sold.

Blueshift Asset Management first reported a position in WTM in Q1 2019 and held it in 5 quarters. The position peaked at $465K in Q1 2022. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

Blueshift Asset Management reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
Blueshift Asset Management sold 148 White Mountains Insurance shares in Q2 2023, an estimated $204K.
Blueshift Asset Management first reported a position in White Mountains Insurance in Q1 2019 and held it in 5 quarters.
Blueshift Asset Management's White Mountains Insurance position peaked at $465K in Q1 2022.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Blueshift Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.