DZ Bank
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DZ Bank’s White Mountains Insurance WTM Stock Holding History

DZ Bank’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
Q3 		– Sell
-393
Closed -$546K – 1078
2023
Q2 		$546K Buy
393
+141
+56% +$198K ﹤0.01% 744
2023
Q1 		$347K Buy
+252
New +$361K ﹤0.01% 790

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

DZ Bank's WTM Position: Q3 2023 in Review

DZ Bank sold out of White Mountains Insurance (WTM) in Q3 2023, closing a stake of 393 shares — an estimated $546K sold.

DZ Bank first reported a position in WTM in Q1 2023 and held it in 2 quarters. The position peaked at $546K in Q2 2023. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

  • DZ Bank reported no remaining White Mountains Insurance position as of Q3 2023 after selling out during the quarter.
  • DZ Bank sold 393 White Mountains Insurance shares in Q3 2023, an estimated $546K.
  • DZ Bank first reported a position in White Mountains Insurance in Q1 2023 and held it in 2 quarters.
  • DZ Bank's White Mountains Insurance position peaked at $546K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.