Charles D. Hyman’s White Mountains Insurance WTM Stock Holding History

Charles D. Hyman’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	$554K	Hold	305	–	–	0.03%	157
2024 Q1	$547K	Hold	305	–	–	0.03%	164
2023 Q4	$459K	Sell	305 -45	-13%	-$66.9K	0.03%	169
2023 Q3	$523K	Hold	350	–	–	0.03%	156
2023 Q2	$486K	Hold	350	–	–	0.03%	166
2023 Q1	$482K	Hold	350	–	–	0.03%	164
2022 Q4	$495K	Hold	350	–	–	0.03%	157
2022 Q3	$456K	Hold	350	–	–	0.04%	153
2022 Q2	$436K	Hold	350	–	–	0.03%	160
2022 Q1	$398K	Hold	350	–	–	0.03%	179
2021 Q4	$355K	Hold	350	–	–	0.02%	195
2021 Q3	$374K	Hold	350	–	–	0.03%	180
2021 Q2	$402K	Hold	350	–	–	0.03%	175
2021 Q1	$390K	Hold	350	–	–	0.03%	174
2020 Q4	$350K	Hold	350	–	–	0.03%	178
2020 Q3	$273K	Hold	350	–	–	0.02%	189
2020 Q2	$311K	Hold	350	–	–	0.03%	171
2020 Q1	$318K	Hold	350	–	–	0.04%	138
2019 Q4	$390K	Hold	350	–	–	0.04%	146
2019 Q3	$378K	Hold	350	–	–	0.04%	142
2019 Q2	$358K	Buy	+350	New	+$337K	0.04%	144

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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, 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 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

Charles D. Hyman's WTM Position: Q2 2024 in Review

Charles D. Hyman held its White Mountains Insurance (WTM) position steady in Q2 2024 at 305 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #157.

Charles D. Hyman first reported a position in WTM in Q2 2019 and has held it in 21 quarters since. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

Charles D. Hyman held 305 shares of White Mountains Insurance worth $554K as of Q2 2024.
Charles D. Hyman left its White Mountains Insurance share count unchanged in Q2 2024.
White Mountains Insurance made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #157 holding.
Charles D. Hyman first reported a position in White Mountains Insurance in Q2 2019 and has held it in 21 quarters since.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.