Dodge & Cox
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Dodge & Cox’s White Mountains Insurance WTM Stock Holding History

Dodge & Cox’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
Q3 		– Sell
-300
Closed -$374K – 212
2022
Q2 		$374K Buy
+300
New +$348K ﹤0.01% 183

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RRAM
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Boston Partners
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Dodge & Cox's WTM Position: Q3 2022 in Review

Dodge & Cox sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 300 shares — an estimated $374K sold.

Dodge & Cox first reported a position in WTM in Q2 2022 and held it in 1 quarter. The position peaked at $374K in Q2 2022. 251 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • Dodge & Cox reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
  • Dodge & Cox sold 300 White Mountains Insurance shares in Q3 2022, an estimated $374K.
  • Dodge & Cox first reported a position in White Mountains Insurance in Q2 2022 and held it in 1 quarter.
  • Dodge & Cox's White Mountains Insurance position peaked at $374K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Dodge & Cox's 13F filing for Q3 2022, filed 10 Nov 2022.