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Eagle Asset Management’s White Mountains Insurance WTM Stock Holding History

Eagle Asset 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
-3,619
Closed -$6.38M – 610
2024
Q2 		$6.38M Sell
3,619
-722
-17% -$1.28M 0.03% 366
2024
Q1 		$7.68M Sell
4,341
-341
-7% -$572K 0.04% 333
2023
Q4 		$7.05M Sell
4,682
-2,254
-32% -$3.35M 0.04% 331
2023
Q3 		$10.4M Sell
6,936
-186
-3% -$286K 0.06% 253
2023
Q2 		$9.89M Buy
7,122
+547
+8% +$770K 0.06% 264
2023
Q1 		$9.06M Sell
6,575
-1,278
-16% -$1.83M 0.05% 260
2022
Q4 		$11M Sell
7,853
-435
-5% -$589K 0.07% 225
2022
Q3 		$10.8M Buy
8,288
+576
+7% +$745K 0.07% 231
2022
Q2 		$9.61M Buy
7,712
+28
+0.4% +$32.5K 0.06% 247
2022
Q1 		$8.73M Sell
7,684
-326
-4% -$341K 0.04% 295
2021
Q4 		$8.11M Sell
8,010
-1,090
-12% -$1.15M 0.04% 347
2021
Q3 		$9.73M Buy
9,100
+6,600
+264% +$7.37M 0.04% 325
2021
Q2 		$2.87M Sell
2,500
-175
-7% -$204K 0.01% 446
2021
Q1 		$3.02M Sell
2,675
-2,690
-50% -$3.01M 0.01% 446
2020
Q4 		$5.37M Sell
5,365
-7,218
-57% -$6.79M 0.03% 370
2020
Q3 		$9.75M Sell
12,583
-411
-3% -$355K 0.05% 287
2020
Q2 		$11.4M Sell
12,994
-15,649
-55% -$14.1M 0.07% 258
2020
Q1 		$29M Buy
28,643
+14,334
+100% +$14.8M 0.18% 180
2019
Q4 		$16M Sell
14,309
-745
-5% -$813K 0.08% 249
2019
Q3 		$16.3M Buy
15,054
+2,071
+16% +$2.21M 0.08% 244
2019
Q2 		$13.3M Sell
12,983
-90
-0.7% -$86.6K 0.07% 267
2019
Q1 		$12.1M Sell
13,073
-230
-2% -$208K 0.06% 278
2018
Q4 		$11.4M Sell
13,303
-29
-0.2% -$25.8K 0.07% 272
2018
Q3 		$12.5M Sell
13,332
-80
-0.6% -$74.2K 0.06% 309
2018
Q2 		$12.2M Sell
13,412
-1,031
-7% -$908K 0.07% 296
2018
Q1 		$11.9M Buy
14,443
+814
+6% +$672K 0.06% 298
2017
Q4 		$11.6M Sell
13,629
-3,386
-20% -$2.96M 0.06% 306
2017
Q3 		$14.7M Buy
17,015
+157
+0.9% +$135K 0.08% 296
2017
Q2 		$14.6M Sell
16,858
-70
-0.4% -$60.7K 0.09% 288
2017
Q1 		$14.9M Buy
+16,928
New +$15.2M 0.09% 283

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

Eagle Asset Management's WTM Position: Q3 2024 in Review

Eagle Asset Management sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 3,619 shares — an estimated $6.38M sold.

Eagle Asset Management first reported a position in WTM in Q1 2017 and held it in 30 quarters. The position peaked at $29M in Q1 2020. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Eagle Asset Management reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Eagle Asset Management sold 3,619 White Mountains Insurance shares in Q3 2024, an estimated $6.38M.
  • Eagle Asset Management first reported a position in White Mountains Insurance in Q1 2017 and held it in 30 quarters.
  • Eagle Asset Management's White Mountains Insurance position peaked at $29M in Q1 2020.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.