Centerpoint Advisors’s White Mountains Insurance WTM Stock Holding History

Centerpoint 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
2024 Q4	–	Sell	-25	Closed	-$42K	–	492
2024 Q3	$42K	Hold	25	–	–	0.01%	188
2024 Q2	$45K	Hold	25	–	–	0.02%	184
2024 Q1	$45K	Hold	25	–	–	0.02%	180
2023 Q4	$38K	Hold	25	–	–	0.01%	173
2023 Q3	$37K	Hold	25	–	–	0.02%	171
2023 Q2	$35K	Hold	25	–	–	0.01%	189
2023 Q1	$34K	Hold	25	–	–	0.01%	197
2022 Q4	$35K	Hold	25	–	–	0.02%	168
2022 Q3	$33K	Hold	25	–	–	0.02%	158
2022 Q2	$31K	Hold	25	–	–	0.02%	168
2022 Q1	$28K	Hold	25	–	–	0.01%	176
2021 Q4	$25K	Hold	25	–	–	0.01%	167
2021 Q3	$27K	Hold	25	–	–	0.01%	156
2021 Q2	$29K	Hold	25	–	–	0.01%	156
2021 Q1	$28K	Hold	25	–	–	0.02%	125
2020 Q4	$25K	Hold	25	–	–	0.02%	125
2020 Q3	$19K	Hold	25	–	–	0.01%	124
2020 Q2	$22K	Hold	25	–	–	0.02%	119
2020 Q1	$23K	Hold	25	–	–	0.02%	110
2019 Q4	$28K	Hold	25	–	–	0.02%	129
2019 Q3	$27K	Hold	25	–	–	0.02%	118
2019 Q2	$26K	Hold	25	–	–	0.02%	122
2019 Q1	$23K	Hold	25	–	–	0.02%	127
2018 Q4	$21K	Hold	25	–	–	0.02%	128
2018 Q3	$23K	Hold	25	–	–	0.02%	127
2018 Q2	$23K	Hold	25	–	–	0.02%	135
2018 Q1	$21K	Hold	25	–	–	0.02%	132
2017 Q4	$21K	Buy	+25	New	+$21.9K	0.02%	116

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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, 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Centerpoint Advisors's WTM Position: Q4 2024 in Review

Centerpoint Advisors sold out of White Mountains Insurance (WTM) in Q4 2024, closing a stake of 25 shares — an estimated $42K sold.

Centerpoint Advisors first reported a position in WTM in Q4 2017 and held it in 28 quarters. The position peaked at $45K in Q2 2024. 324 funds tracked by Wall St. Rank hold WTM as of Q4 2024.

Centerpoint Advisors reported no remaining White Mountains Insurance position as of Q4 2024 after selling out during the quarter.
Centerpoint Advisors sold 25 White Mountains Insurance shares in Q4 2024, an estimated $42K.
Centerpoint Advisors first reported a position in White Mountains Insurance in Q4 2017 and held it in 28 quarters.
Centerpoint Advisors's White Mountains Insurance position peaked at $45K in Q2 2024.
324 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2024.

Based on Centerpoint Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.