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Boothbay Fund Management’s White Mountains Insurance WTM Stock Holding History

Boothbay Fund 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
2024
Q3 		– Sell
-204
Closed -$371K – 1976
2024
Q2 		$371K Buy
+204
New +$361K 0.01% 1084
2018
Q2 		– Sell
-1,000
Closed -$823K – 918
2018
Q1 		$823K Buy
+1,000
New +$825K 0.1% 211

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boothbay Fund Management's WTM Position: Q3 2024 in Review

Boothbay Fund Management sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 204 shares — an estimated $371K sold.

Boothbay Fund Management first reported a position in WTM in Q1 2018 and held it in 2 quarters. The position peaked at $823K in Q1 2018. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Boothbay Fund Management reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Boothbay Fund Management sold 204 White Mountains Insurance shares in Q3 2024, an estimated $371K.
  • Boothbay Fund Management first reported a position in White Mountains Insurance in Q1 2018 and held it in 2 quarters.
  • Boothbay Fund Management's White Mountains Insurance position peaked at $823K in Q1 2018.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Boothbay Fund Management's 13F filing for Q3 2024, filed 14 Nov 2024.