Financial Engines Advisors
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Financial Engines Advisors’s White Mountains Insurance WTM Stock Holding History

Financial Engines Advisors’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
Q4 		– Sell
-372
Closed -$397K – 314
2021
Q3 		$397K Hold
372
– – ﹤0.01% 192
2021
Q2 		$427K Hold
372
– – ﹤0.01% 152
2021
Q1 		$415K Hold
372
– – ﹤0.01% 175
2020
Q4 		$372K Hold
372
– – ﹤0.01% 184
2020
Q3 		$290K Buy
+372
New +$322K ﹤0.01% 193

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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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
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

Financial Engines Advisors's WTM Position: Q4 2021 in Review

Financial Engines Advisors sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 372 shares — an estimated $397K sold.

Financial Engines Advisors first reported a position in WTM in Q3 2020 and held it in 5 quarters. The position peaked at $427K in Q2 2021. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

  • Financial Engines Advisors reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 372 White Mountains Insurance shares in Q4 2021, an estimated $397K.
  • Financial Engines Advisors first reported a position in White Mountains Insurance in Q3 2020 and held it in 5 quarters.
  • Financial Engines Advisors's White Mountains Insurance position peaked at $427K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.