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English Capital Management’s White Mountains Insurance WTM Stock Holding History

English Capital 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
Q2 		– Sell
-1
Closed -$1.79K – 34
2024
Q1 		$1.79K Hold
1
– – ﹤0.01% 31
2023
Q4 		$1.5K Buy
+1
New +$1.49K ﹤0.01% 31

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
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

English Capital Management's WTM Position: Q2 2024 in Review

English Capital Management sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 1 share — an estimated $1.79K sold.

English Capital Management first reported a position in WTM in Q4 2023 and held it in 2 quarters. The position peaked at $1.79K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • English Capital Management reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • English Capital Management sold 1 White Mountains Insurance share in Q2 2024, an estimated $1.79K.
  • English Capital Management first reported a position in White Mountains Insurance in Q4 2023 and held it in 2 quarters.
  • English Capital Management's White Mountains Insurance position peaked at $1.79K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on English Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.