EMG
WTM icon

ETF Managers Group’s White Mountains Insurance WTM Stock Holding History

ETF Managers Group’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
2022
Q3 		– Sell
-282
Closed -$347K – 826
2022
Q2 		$347K Buy
+282
New +$328K 0.01% 581
2020
Q2 		– Sell
-297
Closed -$270K – 709
2020
Q1 		$270K Buy
297
+28
+10% +$29K 0.01% 335
2019
Q4 		$301K Buy
269
+64
+31% +$69.8K 0.01% 383
2019
Q3 		$219K Sell
205
-2
-1% -$2.13K 0.01% 376
2019
Q2 		$210K Buy
207
+33
+19% +$31.7K 0.01% 364
2019
Q1 		$161K Buy
174
+17
+11% +$15.4K 0.01% 369
2018
Q4 		$135K Buy
157
+21
+15% +$18.7K 0.01% 366
2018
Q3 		$127K Buy
+136
New +$126K ﹤0.01% 360
2018
Q2 		– Sell
-80
Closed -$65K – 602
2018
Q1 		$65K Buy
80
+10
+14% +$8.26K ﹤0.01% 480
2017
Q4 		$59K Buy
70
+10
+17% +$8.74K ﹤0.01% 488
2017
Q3 		$51K Buy
60
+5
+9% +$4.3K ﹤0.01% 399
2017
Q2 		$48K Buy
+55
New +$47.7K ﹤0.01% 442
2016
Q1 		$31K Buy
+35
New +$26.2K 0.02% 331

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

ETF Managers Group's WTM Position: Q3 2022 in Review

ETF Managers Group sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 282 shares — an estimated $347K sold.

ETF Managers Group first reported a position in WTM in Q1 2016 and held it in 13 quarters. The position peaked at $347K in Q2 2022. 251 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • ETF Managers Group reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
  • ETF Managers Group sold 282 White Mountains Insurance shares in Q3 2022, an estimated $347K.
  • ETF Managers Group first reported a position in White Mountains Insurance in Q1 2016 and held it in 13 quarters.
  • ETF Managers Group's White Mountains Insurance position peaked at $347K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on ETF Managers Group's 13F filing for Q3 2022, filed 14 Nov 2022.