Federated Hermes
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Federated Hermes’s White Mountains Insurance WTM Stock Holding History

Federated Hermes’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
-1,200
Closed -$1.81M – 2146
2023
Q4 		$1.81M Sell
1,200
-7,993
-87% -$11.9M ﹤0.01% 977
2023
Q3 		$13.7M Buy
9,193
+393
+4% +$603K 0.04% 461
2023
Q2 		$12.2M Sell
8,800
-122
-1% -$172K 0.03% 500
2023
Q1 		$12.3M Buy
8,922
+61
+0.7% +$87.5K 0.03% 502
2022
Q4 		$12.5M Sell
8,861
-4,622
-34% -$6.26M 0.03% 485
2022
Q3 		$17.6M Sell
13,483
-605
-4% -$783K 0.05% 413
2022
Q2 		$17.6M Sell
14,088
-1,051
-7% -$1.22M 0.05% 421
2022
Q1 		$17.2M Sell
15,139
-7,328
-33% -$7.67M 0.04% 483
2021
Q4 		$22.8M Buy
22,467
+675
+3% +$713K 0.04% 464
2021
Q3 		$23.3M Sell
21,792
-459
-2% -$513K 0.04% 438
2021
Q2 		$25.5M Buy
22,251
+2,426
+12% +$2.83M 0.05% 428
2021
Q1 		$22.1M Sell
19,825
-708
-3% -$792K 0.04% 465
2020
Q4 		$20.5M Sell
20,533
-756
-4% -$711K 0.04% 464
2020
Q3 		$16.6M Sell
21,289
-521
-2% -$450K 0.04% 454
2020
Q2 		$19.4M Sell
21,810
-3,619
-14% -$3.26M 0.05% 400
2020
Q1 		$23.1M Sell
25,429
-1,223
-5% -$1.27M 0.07% 310
2019
Q4 		$29.7M Buy
26,652
+498
+2% +$543K 0.07% 318
2019
Q3 		$28.2M Buy
26,154
+326
+1% +$348K 0.07% 287
2019
Q2 		$26.4M Sell
25,828
-612
-2% -$589K 0.06% 296
2019
Q1 		$24.5M Sell
26,440
-2,583
-9% -$2.34M 0.06% 301
2018
Q4 		$24.9M Buy
29,023
+824
+3% +$734K 0.07% 286
2018
Q3 		$26.4M Buy
+28,199
New +$26.1M 0.06% 294
2014
Q3 		– Sell
-4
Closed -$2K – 2075
2014
Q2 		$2K Buy
+4
New +$2.38K ﹤0.01% 1921

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

Federated Hermes's WTM Position: Q1 2024 in Review

Federated Hermes sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 1,200 shares — an estimated $1.81M sold.

Federated Hermes first reported a position in WTM in Q2 2014 and held it in 23 quarters. The position peaked at $29.7M in Q4 2019. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

  • Federated Hermes reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
  • Federated Hermes sold 1,200 White Mountains Insurance shares in Q1 2024, an estimated $1.81M.
  • Federated Hermes first reported a position in White Mountains Insurance in Q2 2014 and held it in 23 quarters.
  • Federated Hermes's White Mountains Insurance position peaked at $29.7M in Q4 2019.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Federated Hermes's 13F filing for Q1 2024, filed 14 May 2024.