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CM Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

CM Wealth 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
Q2 		– Sell
-136
Closed -$253K – 185
2024
Q1 		$253K Buy
+136
New +$228K 0.07% 149
2023
Q3 		– Sell
-149
Closed -$229K – 179
2023
Q2 		$229K Sell
149
-1,441
-91% -$2.03M 0.08% 145
2023
Q1 		$2.35M Buy
+1,590
New +$2.28M 0.45% 38

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 $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
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
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

CM Wealth Advisors's WTM Position: Q2 2024 in Review

CM Wealth Advisors sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 136 shares — an estimated $253K sold.

CM Wealth Advisors first reported a position in WTM in Q1 2023 and held it in 3 quarters. The position peaked at $2.35M in Q1 2023. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • CM Wealth Advisors reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 136 White Mountains Insurance shares in Q2 2024, an estimated $253K.
  • CM Wealth Advisors first reported a position in White Mountains Insurance in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's White Mountains Insurance position peaked at $2.35M in Q1 2023.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.