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Duality Advisers’s White Mountains Insurance WTM Stock Holding History

Duality Advisers’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
-737
Closed -$1.04M – 793
2022
Q4 		$1.04M Buy
+737
New +$999K 0.12% 306

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

Duality Advisers's WTM Position: Q1 2023 in Review

Duality Advisers sold out of White Mountains Insurance (WTM) in Q1 2023, closing a stake of 737 shares — an estimated $1.04M sold.

Duality Advisers first reported a position in WTM in Q4 2022 and held it in 1 quarter. The position peaked at $1.04M in Q4 2022. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

  • Duality Advisers reported no remaining White Mountains Insurance position as of Q1 2023 after selling out during the quarter.
  • Duality Advisers sold 737 White Mountains Insurance shares in Q1 2023, an estimated $1.04M.
  • Duality Advisers first reported a position in White Mountains Insurance in Q4 2022 and held it in 1 quarter.
  • Duality Advisers's White Mountains Insurance position peaked at $1.04M in Q4 2022.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.