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BOK Financial’s White Mountains Insurance WTM Stock Holding History

BOK Financial’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
Q1 		– Sell
-238
Closed -$337K – 1263
2022
Q4 		$337K Sell
238
-12
-5% -$16.3K 0.01% 745
2022
Q3 		$325K Sell
250
-22
-8% -$28.5K 0.01% 742
2022
Q2 		$339K Sell
272
-19
-7% -$22.1K 0.01% 745
2022
Q1 		$331K Sell
291
-6
-2% -$6.28K 0.01% 821
2021
Q4 		$301K Hold
297
– – ﹤0.01% 827
2021
Q3 		$318K Buy
+297
New +$332K 0.01% 798
2021
Q1 		$284K Sell
255
-30
-11% -$33.6K 0.01% 796
2020
Q4 		$285K Buy
+285
New +$268K 0.01% 782

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
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
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

BOK Financial's WTM Position: Q1 2023 in Review

BOK Financial sold out of White Mountains Insurance (WTM) in Q1 2023, closing a stake of 238 shares — an estimated $337K sold.

BOK Financial first reported a position in WTM in Q4 2020 and held it in 8 quarters. The position peaked at $339K in Q2 2022. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

  • BOK Financial reported no remaining White Mountains Insurance position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 238 White Mountains Insurance shares in Q1 2023, an estimated $337K.
  • BOK Financial first reported a position in White Mountains Insurance in Q4 2020 and held it in 8 quarters.
  • BOK Financial's White Mountains Insurance position peaked at $339K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.