EntryPoint Capital’s White Mountains Insurance WTM Stock Holding History

EntryPoint Capital’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 Q3	–	Sell	-5	Closed	-$9.09K	–	1205
2024 Q2	$9.09K	Sell	5 -29	-85%	-$51.3K	0.01%	765
2024 Q1	$61K	Buy	34 +4	+13%	+$6.71K	0.05%	660
2023 Q4	$45.1K	Buy	+30	New	+$44.6K	0.04%	778

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

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

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

EntryPoint Capital's WTM Position: Q3 2024 in Review

EntryPoint Capital sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 5 shares — an estimated $9.09K sold.

EntryPoint Capital first reported a position in WTM in Q4 2023 and held it in 3 quarters. The position peaked at $61K in Q1 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

EntryPoint Capital reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
EntryPoint Capital sold 5 White Mountains Insurance shares in Q3 2024, an estimated $9.09K.
EntryPoint Capital first reported a position in White Mountains Insurance in Q4 2023 and held it in 3 quarters.
EntryPoint Capital's White Mountains Insurance position peaked at $61K in Q1 2024.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on EntryPoint Capital's 13F filing for Q3 2024, filed 13 Nov 2024.