First Capital Advisors Group’s White Mountains Insurance WTM Stock Holding History

First Capital Advisors 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
2023 Q2	$13.9K	Buy	+10	New	+$14.1K	0.01%	481
2018 Q2	–	Sell	-16	Closed	-$13K	–	776
2018 Q1	$13K	Buy	+16	New	+$13.2K	0.01%	511

Other funds holding WTM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

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

LCOV

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

First Capital Advisors Group's WTM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in White Mountains Insurance (WTM) in Q2 2023: 10 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WTM as recently as Q1 2018.

First Capital Advisors Group first reported a position in WTM in Q1 2018 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

First Capital Advisors Group held 10 shares of White Mountains Insurance worth $13.9K as of Q2 2023.
White Mountains Insurance was a new First Capital Advisors Group position in Q2 2023.
White Mountains Insurance made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #481 holding.
First Capital Advisors Group first reported a position in White Mountains Insurance in Q1 2018 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.