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Dean Investment Associates’s White Mountains Insurance WTM Stock Holding History

Dean Investment Associates’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
-1,058
Closed -$1.92M – 224
2024
Q2 		$1.92M Sell
1,058
-1,548
-59% -$2.74M 0.27% 155
2024
Q1 		$4.68M Sell
2,606
-20
-0.8% -$33.5K 0.64% 56
2023
Q4 		$3.95M Buy
2,626
+544
+26% +$808K 0.56% 72
2023
Q3 		$3.11M Buy
2,082
+239
+13% +$367K 0.51% 76
2023
Q2 		$2.56M Buy
1,843
+1,199
+186% +$1.69M 0.42% 89
2023
Q1 		$887K Sell
644
-92
-13% -$132K 0.14% 183
2022
Q4 		$1.04M Sell
736
-1,614
-69% -$2.19M 0.18% 178
2022
Q3 		$3.06M Buy
2,350
+108
+5% +$140K 0.62% 58
2022
Q2 		$2.79M Sell
2,242
-54
-2% -$62.7K 0.54% 66
2022
Q1 		$2.61M Sell
2,296
-72
-3% -$75.4K 0.47% 83
2021
Q4 		$2.4M Buy
2,368
+1,176
+99% +$1.24M 0.42% 90
2021
Q3 		$1.27M Buy
+1,192
New +$1.33M 0.24% 178
2020
Q2 		– Sell
-1,315
Closed -$1.2M – 244
2020
Q1 		$1.2M Sell
1,315
-1,507
-53% -$1.56M 0.26% 147
2019
Q4 		$3.15M Sell
2,822
-759
-21% -$828K 0.49% 93
2019
Q3 		$3.87M Sell
3,581
-340
-9% -$363K 0.57% 73
2019
Q2 		$4M Sell
3,921
-2,605
-40% -$2.51M 0.58% 79
2019
Q1 		$6.04M Sell
6,526
-425
-6% -$385K 0.88% 25
2018
Q4 		$5.96M Sell
6,951
-265
-4% -$236K 0.95% 28
2018
Q3 		$6.75M Buy
7,216
+2,326
+48% +$2.16M 0.94% 22
2018
Q2 		$4.43M Buy
+4,890
New +$4.31M 0.65% 65

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 Investment Associates's WTM Position: Q3 2024 in Review

Dean Investment Associates sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 1,058 shares — an estimated $1.92M sold.

Dean Investment Associates first reported a position in WTM in Q2 2018 and held it in 20 quarters. The position peaked at $6.75M in Q3 2018. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Dean Investment Associates reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Dean Investment Associates sold 1,058 White Mountains Insurance shares in Q3 2024, an estimated $1.92M.
  • Dean Investment Associates first reported a position in White Mountains Insurance in Q2 2018 and held it in 20 quarters.
  • Dean Investment Associates's White Mountains Insurance position peaked at $6.75M in Q3 2018.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Dean Investment Associates's 13F filing for Q3 2024, filed 15 Nov 2024.