Empirical Wealth Management’s White Mountains Insurance WTM Stock Holding History

Empirical Wealth 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
2023 Q2	–	Sell	-451	Closed	-$621K	–	517
2023 Q1	$621K	Sell	451 -5	-1%	-$7.17K	0.03%	295
2022 Q4	$645K	Sell	456 -63	-12%	-$85.4K	0.03%	270
2022 Q3	$676K	Hold	519	–	–	0.04%	251
2022 Q2	$647K	Buy	519 +7	+1%	+$8.13K	0.03%	261
2022 Q1	$582K	Hold	512	–	–	0.03%	300
2021 Q4	$519K	Buy	+512	New	+$541K	0.03%	337
2021 Q1	–	Sell	-200	Closed	-$200K	–	424
2020 Q4	$200K	Buy	+200	New	+$188K	0.02%	343
2020 Q1	–	Sell	-200	Closed	-$223K	–	365
2019 Q4	$223K	Hold	200	–	–	0.02%	297
2019 Q3	$216K	Hold	200	–	–	0.03%	268
2019 Q2	$204K	Buy	+200	New	+$192K	0.03%	250

Other funds holding WTM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 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

Empirical Wealth Management's WTM Position: Q2 2023 in Review

Empirical Wealth Management sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 451 shares — an estimated $621K sold.

Empirical Wealth Management first reported a position in WTM in Q2 2019 and held it in 10 quarters. The position peaked at $676K in Q3 2022. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

Empirical Wealth Management reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
Empirical Wealth Management sold 451 White Mountains Insurance shares in Q2 2023, an estimated $621K.
Empirical Wealth Management first reported a position in White Mountains Insurance in Q2 2019 and held it in 10 quarters.
Empirical Wealth Management's White Mountains Insurance position peaked at $676K in Q3 2022.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.