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Buckingham Strategic Wealth’s White Mountains Insurance WTM Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.31M Buy
721
+165
+30% +$292K 0.01% 293
2024
Q1 		$998K Buy
+556
New +$932K 0.01% 336
2020
Q4 		– Sell
-273
Closed -$213K – 583
2020
Q3 		$213K Buy
+273
New +$236K 0.02% 444

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Buckingham Strategic Wealth's WTM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its White Mountains Insurance (WTM) stake by 30% in Q2 2024, buying an estimated $292K and bringing the position to 721 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #293.

Buckingham Strategic Wealth first reported a position in WTM in Q3 2020 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • Buckingham Strategic Wealth held 721 shares of White Mountains Insurance worth $1.31M as of Q2 2024.
  • Buckingham Strategic Wealth bought 165 White Mountains Insurance shares in Q2 2024, an estimated $292K.
  • White Mountains Insurance made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #293 holding.
  • Buckingham Strategic Wealth first reported a position in White Mountains Insurance in Q3 2020 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.