Ergoteles’s White Mountains Insurance WTM Stock Holding History

Ergoteles’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
2021 Q3	–	Sell	-192	Closed	-$220K	–	1729
2021 Q2	$220K	Buy	+192	New	+$224K	0.01%	1225
2020 Q4	–	Sell	-375	Closed	-$292K	–	944
2020 Q3	$292K	Buy	+375	New	+$324K	0.04%	357

Other funds holding WTM

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

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

ACM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ergoteles's WTM Position: Q3 2021 in Review

Ergoteles sold out of White Mountains Insurance (WTM) in Q3 2021, closing a stake of 192 shares — an estimated $220K sold.

Ergoteles first reported a position in WTM in Q3 2020 and held it in 2 quarters. The position peaked at $292K in Q3 2020. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

Ergoteles reported no remaining White Mountains Insurance position as of Q3 2021 after selling out during the quarter.
Ergoteles sold 192 White Mountains Insurance shares in Q3 2021, an estimated $220K.
Ergoteles first reported a position in White Mountains Insurance in Q3 2020 and held it in 2 quarters.
Ergoteles's White Mountains Insurance position peaked at $292K in Q3 2020.
231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.