CSS LLC’s White Mountains Insurance WTM Stock Holding History

CSS LLC’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
2023 Q1	–	Sell	-171	Closed	-$242K	–	914
2022 Q4	$242K	Hold	171	–	–	0.01%	583
2022 Q3	$223K	Buy	+171	New	+$221K	0.01%	729

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

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

BlackRock New York $5.72T AUM 30.48% 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

CSS LLC's WTM Position: Q1 2023 in Review

CSS LLC sold out of White Mountains Insurance (WTM) in Q1 2023, closing a stake of 171 shares — an estimated $242K sold.

CSS LLC first reported a position in WTM in Q3 2022 and held it in 2 quarters. The position peaked at $242K in Q4 2022. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

CSS LLC reported no remaining White Mountains Insurance position as of Q1 2023 after selling out during the quarter.
CSS LLC sold 171 White Mountains Insurance shares in Q1 2023, an estimated $242K.
CSS LLC first reported a position in White Mountains Insurance in Q3 2022 and held it in 2 quarters.
CSS LLC's White Mountains Insurance position peaked at $242K in Q4 2022.
261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on CSS LLC's 13F filing for Q1 2023, filed 15 May 2023.