Cordasco Financial Network’s White Mountains Insurance WTM Stock Holding History

Cordasco Financial Network’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
2022 Q2	$12K	Hold	10	–	–	0.01%	354
2022 Q1	$11K	Hold	10	–	–	0.01%	366
2021 Q4	$10K	Hold	10	–	–	0.01%	379
2021 Q3	$11K	Hold	10	–	–	0.01%	376
2021 Q2	$11K	Hold	10	–	–	0.01%	379
2021 Q1	$11K	Hold	10	–	–	0.01%	363
2020 Q4	$10K	Hold	10	–	–	0.01%	325
2020 Q3	$8K	Hold	10	–	–	0.01%	350
2020 Q2	$9K	Hold	10	–	–	0.01%	303
2020 Q1	$9K	Hold	10	–	–	0.01%	271
2019 Q4	$11K	Hold	10	–	–	0.01%	273
2019 Q3	$11K	Hold	10	–	–	0.01%	278
2019 Q2	$10K	Hold	10	–	–	0.01%	287
2019 Q1	$9K	Hold	10	–	–	0.01%	322
2018 Q4	$9K	Hold	10	–	–	0.01%	258
2018 Q3	$9K	Hold	10	–	–	0.01%	252
2018 Q2	$9K	Buy	+10	New	+$8.81K	0.01%	254

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cordasco Financial Network's WTM Position: Q2 2022 in Review

Cordasco Financial Network held its White Mountains Insurance (WTM) position steady in Q2 2022 at 10 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #354.

Cordasco Financial Network first reported a position in WTM in Q2 2018 and has held it in 17 quarters since. 259 funds tracked by Wall St. Rank hold WTM as of Q2 2022.

Cordasco Financial Network held 10 shares of White Mountains Insurance worth $12K as of Q2 2022.
Cordasco Financial Network left its White Mountains Insurance share count unchanged in Q2 2022.
White Mountains Insurance made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #354 holding.
Cordasco Financial Network first reported a position in White Mountains Insurance in Q2 2018 and has held it in 17 quarters since.
259 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.