CFA
WTM icon

Cahill Financial Advisors’s White Mountains Insurance WTM Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-20
Closed -$21K – 795
2021
Q3 		$21K Buy
+20
New +$22.3K ﹤0.01% 446

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Cahill Financial Advisors's WTM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 20 shares — an estimated $21K sold.

Cahill Financial Advisors first reported a position in WTM in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

  • Cahill Financial Advisors reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 20 White Mountains Insurance shares in Q4 2021, an estimated $21K.
  • Cahill Financial Advisors first reported a position in White Mountains Insurance in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's White Mountains Insurance position peaked at $21K in Q3 2021.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.