Eaton Vance Management’s White Mountains Insurance WTM Stock Holding History

Eaton Vance 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
2022 Q3	$1.93M	Buy	1,480 +10	+0.7%	+$12.9K	﹤0.01%	1068
2022 Q2	$1.83M	Sell	1,470 -1	-0.1%	-$1.16K	﹤0.01%	1095
2022 Q1	$1.67M	Buy	1,471 +1	+0.1%	+$1.05K	﹤0.01%	1236
2021 Q4	$1.49M	Sell	1,470 -5	-0.3%	-$5.28K	﹤0.01%	1094
2021 Q3	$1.58M	Sell	1,475 -7	-0.5%	-$7.82K	﹤0.01%	984
2021 Q2	$1.7M	Sell	1,482 -1	-0.1%	-$1.17K	﹤0.01%	1049
2021 Q1	$1.65M	Buy	1,483 +12	+0.8%	+$13.4K	﹤0.01%	1019
2020 Q4	$1.47M	Hold	1,471	–	–	﹤0.01%	989
2020 Q3	$1.15M	Hold	1,471	–	–	﹤0.01%	958
2020 Q2	$1.31M	Sell	1,471 -2	-0.1%	-$1.8K	﹤0.01%	904
2020 Q1	$1.34M	Hold	1,473	–	–	﹤0.01%	844
2019 Q4	$1.64M	Buy	1,473 +3	+0.2%	+$3.27K	﹤0.01%	874
2019 Q3	$1.59M	Hold	1,470	–	–	﹤0.01%	852
2019 Q2	$1.5M	Buy	1,470 +620	+73%	+$596K	﹤0.01%	862
2019 Q1	$787K	Hold	850	–	–	﹤0.01%	967
2018 Q4	$729K	Hold	850	–	–	﹤0.01%	932
2018 Q3	$795K	Hold	850	–	–	﹤0.01%	957
2018 Q2	$771K	Sell	850 -850	-50%	-$749K	﹤0.01%	936
2018 Q1	$1.4M	Buy	1,700 +850	+100%	+$702K	﹤0.01%	922
2017 Q4	$724K	Buy	+850	New	+$743K	﹤0.01%	901

Other funds holding WTM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Eaton Vance Management's WTM Position: Q3 2022 in Review

Eaton Vance Management increased its White Mountains Insurance (WTM) stake by 0.68% in Q3 2022, buying an estimated $12.9K and bringing the position to 1,480 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Eaton Vance Management first reported a position in WTM in Q4 2017 and has held it in 20 quarters since. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Eaton Vance Management held 1,480 shares of White Mountains Insurance worth $1.93M as of Q3 2022.
Eaton Vance Management bought 10 White Mountains Insurance shares in Q3 2022, an estimated $12.9K.
White Mountains Insurance made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1068 holding.
Eaton Vance Management first reported a position in White Mountains Insurance in Q4 2017 and has held it in 20 quarters since.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.