EARNEST Partners’s White Mountains Insurance WTM Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-1	Closed	-$1.5K	–	1105
2023 Q3	$1.5K	Hold	1	–	–	﹤0.01%	1027
2023 Q2	$1.39K	Hold	1	–	–	﹤0.01%	1039
2023 Q1	$1.38K	Hold	1	–	–	﹤0.01%	1032
2022 Q4	$1.41K	Hold	1	–	–	﹤0.01%	1041
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	1107
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	1124
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	1132
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	1146
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	1151
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1156
2021 Q1	$1K	Hold	1	–	–	﹤0.01%	1159
2020 Q4	$1K	Hold	1	–	–	﹤0.01%	1157
2020 Q3	$1K	Hold	1	–	–	﹤0.01%	1128
2020 Q2	$1K	Hold	1	–	–	﹤0.01%	1109
2020 Q1	$1K	Hold	1	–	–	﹤0.01%	1069
2019 Q4	$1K	Hold	1	–	–	﹤0.01%	1144
2019 Q3	$1K	Hold	1	–	–	﹤0.01%	1133
2019 Q2	$1K	Hold	1	–	–	﹤0.01%	1148
2019 Q1	$1K	Hold	1	–	–	﹤0.01%	1150
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	1144
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	1156
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	1164
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	1156
2017 Q4	$1K	Buy	+1	New	+$874	﹤0.01%	1149
2017 Q1	–	Sell	-1	Closed	-$1K	–	917
2016 Q4	$1K	Buy	+1	New	+$838	﹤0.01%	1086

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

EARNEST Partners's WTM Position: Q4 2023 in Review

EARNEST Partners sold out of White Mountains Insurance (WTM) in Q4 2023, closing a stake of 1 share — an estimated $1.5K sold.

EARNEST Partners first reported a position in WTM in Q4 2016 and held it in 25 quarters. The position peaked at $1.5K in Q3 2023. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

EARNEST Partners reported no remaining White Mountains Insurance position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 1 White Mountains Insurance share in Q4 2023, an estimated $1.5K.
EARNEST Partners first reported a position in White Mountains Insurance in Q4 2016 and held it in 25 quarters.
EARNEST Partners's White Mountains Insurance position peaked at $1.5K in Q3 2023.
295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.