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Dean Capital Management’s White Mountains Insurance WTM Stock Holding History

Dean Capital 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
Q3 		– Sell
-391
Closed -$711K – 142
2024
Q2 		$711K Sell
391
-499
-56% -$883K 0.91% 47
2024
Q1 		$1.6M Buy
890
+2
+0.2% +$3.35K 0.93% 46
2023
Q4 		$1.34M Buy
888
+54
+6% +$80.3K 0.83% 70
2023
Q3 		$1.25M Buy
834
+98
+13% +$150K 0.93% 38
2023
Q2 		$1.02M Buy
736
+494
+204% +$695K 1.36% 35
2023
Q1 		$333K Sell
242
-49
-17% -$70.3K 0.44% 64
2022
Q4 		$412K Sell
291
-687
-70% -$931K 0.55% 55
2022
Q3 		$1.27M Sell
978
-571
-37% -$739K 1.91% 24
2022
Q2 		$1.93M Sell
1,549
-14
-0.9% -$16.3K 1.69% 25
2022
Q1 		$1.78M Sell
1,563
-35
-2% -$36.6K 1.54% 31
2021
Q4 		$1.62M Buy
1,598
+825
+107% +$872K 1.39% 33
2021
Q3 		$827K Buy
+773
New +$863K 0.76% 55
2020
Q2 		– Sell
-239
Closed -$217K – 157
2020
Q1 		$217K Sell
239
-357
-60% -$370K 0.32% 129
2019
Q4 		$665K Sell
596
-158
-21% -$172K 0.63% 92
2019
Q3 		$814K Hold
754
– – 0.84% 43
2019
Q2 		$770K Sell
754
-498
-40% -$479K 0.8% 45
2019
Q1 		$1.16M Sell
1,252
-1,598
-56% -$1.45M 1.95% 12
2018
Q4 		$2.44M Hold
2,850
– – 1.99% 13
2018
Q3 		$2.67M Buy
2,850
+650
+30% +$602K 1.88% 14
2018
Q2 		$2M Buy
+2,200
New +$1.94M 1.31% 39

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dean Capital Management's WTM Position: Q3 2024 in Review

Dean Capital Management sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 391 shares — an estimated $711K sold.

Dean Capital Management first reported a position in WTM in Q2 2018 and held it in 20 quarters. The position peaked at $2.67M in Q3 2018. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Dean Capital Management reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Dean Capital Management sold 391 White Mountains Insurance shares in Q3 2024, an estimated $711K.
  • Dean Capital Management first reported a position in White Mountains Insurance in Q2 2018 and held it in 20 quarters.
  • Dean Capital Management's White Mountains Insurance position peaked at $2.67M in Q3 2018.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Dean Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.