Contravisory Investment Management’s White Mountains Insurance WTM Stock Holding History

Contravisory Investment Management’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 Q1	–	Sell	-167	Closed	-$251K	–	397
2023 Q4	$251K	Hold	167	–	–	0.06%	185
2023 Q3	$250K	Buy	167 +2	+1%	+$3.07K	0.07%	173
2023 Q2	$229K	Hold	165	–	–	0.06%	192
2023 Q1	$227K	Buy	+165	New	+$237K	0.06%	192
2017 Q4	–	Sell	-225	Closed	-$193K	–	534
2017 Q3	$193K	Buy	+225	New	+$193K	0.07%	149
2017 Q2	–	Sell	-223	Closed	-$196K	–	267
2017 Q1	$196K	Hold	223	–	–	0.07%	116
2016 Q4	$186K	Hold	223	–	–	0.06%	76
2016 Q3	$185K	Hold	223	–	–	0.06%	60
2016 Q2	$188K	Hold	223	–	–	0.06%	61
2016 Q1	$179K	Sell	223 -61	-21%	-$45.6K	0.05%	63
2015 Q4	$206K	Hold	284	–	–	0.05%	68
2015 Q3	$212K	Buy	+284	New	+$204K	0.05%	63

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Contravisory Investment Management's WTM Position: Q1 2024 in Review

Contravisory Investment Management sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 167 shares — an estimated $251K sold.

Contravisory Investment Management first reported a position in WTM in Q3 2015 and held it in 12 quarters. The position peaked at $251K in Q4 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Contravisory Investment Management reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 167 White Mountains Insurance shares in Q1 2024, an estimated $251K.
Contravisory Investment Management first reported a position in White Mountains Insurance in Q3 2015 and held it in 12 quarters.
Contravisory Investment Management's White Mountains Insurance position peaked at $251K in Q4 2023.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.