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Carmel Capital Partners’s White Mountains Insurance WTM Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-7
Closed -$10.5K – 716
2023
Q3 		$10.5K Buy
+7
New +$10.7K ﹤0.01% 445

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RRAM
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BlackRock
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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
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Carmel Capital Partners's WTM Position: Q4 2023 in Review

Carmel Capital Partners sold out of White Mountains Insurance (WTM) in Q4 2023, closing a stake of 7 shares — an estimated $10.5K sold.

Carmel Capital Partners first reported a position in WTM in Q3 2023 and held it in 1 quarter. The position peaked at $10.5K in Q3 2023. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

  • Carmel Capital Partners reported no remaining White Mountains Insurance position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 7 White Mountains Insurance shares in Q4 2023, an estimated $10.5K.
  • Carmel Capital Partners first reported a position in White Mountains Insurance in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's White Mountains Insurance position peaked at $10.5K in Q3 2023.
  • 295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.