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Centiva Capital’s White Mountains Insurance WTM Stock Holding History

Centiva Capital’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
-137
Closed -$232K – 2476
2024
Q3 		$232K Buy
+137
New +$239K ﹤0.01% 1738
2022
Q3 		– Sell
-237
Closed -$295K – 1835
2022
Q2 		$295K Buy
+237
New +$275K 0.01% 1136
2021
Q2 		– Sell
-366
Closed -$408K – 1653
2021
Q1 		$408K Buy
+366
New +$409K 0.02% 647

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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $113B AUM 38.87% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Centiva Capital's WTM Position: Q4 2024 in Review

Centiva Capital sold out of White Mountains Insurance (WTM) in Q4 2024, closing a stake of 137 shares — an estimated $232K sold.

Centiva Capital first reported a position in WTM in Q1 2021 and held it in 3 quarters. The position peaked at $408K in Q1 2021. 324 funds tracked by Wall St. Rank hold WTM as of Q4 2024.

  • Centiva Capital reported no remaining White Mountains Insurance position as of Q4 2024 after selling out during the quarter.
  • Centiva Capital sold 137 White Mountains Insurance shares in Q4 2024, an estimated $232K.
  • Centiva Capital first reported a position in White Mountains Insurance in Q1 2021 and held it in 3 quarters.
  • Centiva Capital's White Mountains Insurance position peaked at $408K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2024.

Based on Centiva Capital's 13F filing for Q4 2024, filed 14 Feb 2025.