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Engineers Gate Manager’s White Mountains Insurance WTM Stock Holding History

Engineers Gate Manager’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
Q1 		– Sell
-139
Closed -$209K – 2350
2023
Q4 		$209K Buy
+139
New +$207K 0.01% 1621
2021
Q2 		– Sell
-591
Closed -$659K – 2069
2021
Q1 		$659K Buy
+591
New +$661K 0.03% 824

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

Engineers Gate Manager's WTM Position: Q1 2024 in Review

Engineers Gate Manager sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 139 shares — an estimated $209K sold.

Engineers Gate Manager first reported a position in WTM in Q1 2021 and held it in 2 quarters. The position peaked at $659K in Q1 2021. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

  • Engineers Gate Manager reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 139 White Mountains Insurance shares in Q1 2024, an estimated $209K.
  • Engineers Gate Manager first reported a position in White Mountains Insurance in Q1 2021 and held it in 2 quarters.
  • Engineers Gate Manager's White Mountains Insurance position peaked at $659K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Engineers Gate Manager's 13F filing for Q1 2024, filed 15 May 2024.