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Financial Management Professionals’s White Mountains Insurance WTM Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-52
Closed -$52K – 725
2020
Q4 		$52K Sell
52
-2
-4% -$1.88K 0.01% 223
2020
Q3 		$42K Sell
54
-12
-18% -$10.4K 0.02% 226
2020
Q2 		$59K Buy
+66
New +$59.5K 0.02% 178

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Management Professionals's WTM Position: Q1 2021 in Review

Financial Management Professionals sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 52 shares — an estimated $52K sold.

Financial Management Professionals first reported a position in WTM in Q2 2020 and held it in 3 quarters. The position peaked at $59K in Q2 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

  • Financial Management Professionals reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
  • Financial Management Professionals sold 52 White Mountains Insurance shares in Q1 2021, an estimated $52K.
  • Financial Management Professionals first reported a position in White Mountains Insurance in Q2 2020 and held it in 3 quarters.
  • Financial Management Professionals's White Mountains Insurance position peaked at $59K in Q2 2020.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Financial Management Professionals's 13F filing for Q1 2021, filed 26 Apr 2021.