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First Mercantile Trust’s White Mountains Insurance WTM Stock Holding History

First Mercantile Trust’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
Q3 		$194K Sell
181
-3
-2% -$3.35K 0.03% 435
2021
Q2 		$211K Sell
184
-22
-11% -$25.7K 0.02% 429
2021
Q1 		$230K Sell
206
-20
-9% -$22.4K 0.03% 377
2020
Q4 		$226K Sell
226
-40
-15% -$37.6K 0.03% 375
2020
Q3 		$250K Sell
266
-36
-12% -$31.1K 0.03% 330
2020
Q2 		$268K Buy
302
+10
+3% +$9.01K 0.03% 294
2020
Q1 		$266K Sell
292
-16
-5% -$16.6K 0.04% 274
2019
Q4 		$344K Sell
308
-8
-3% -$8.73K 0.04% 296
2019
Q3 		$341K Buy
316
+1
+0.3% +$1.07K 0.04% 324
2019
Q2 		$322K Sell
315
-58
-16% -$55.8K 0.03% 298
2019
Q1 		$345K Sell
373
-33
-8% -$29.9K 0.08% 291
2018
Q4 		$348K Sell
406
-25
-6% -$22.3K 0.08% 272
2018
Q3 		$403K Sell
431
-10
-2% -$9.27K 0.08% 298
2018
Q2 		$400K Buy
441
+45
+11% +$39.6K 0.08% 307
2018
Q1 		$326K Buy
396
+85
+27% +$70.2K 0.07% 349
2017
Q4 		$265K Sell
311
-120
-28% -$105K 0.05% 452
2017
Q3 		$369K Buy
431
+23
+6% +$19.8K 0.07% 380
2017
Q2 		$354K Sell
408
-232
-36% -$201K 0.06% 388
2017
Q1 		$563K Sell
640
-40
-6% -$35.8K 0.09% 317
2016
Q4 		$569K Buy
+680
New +$570K 0.09% 302

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

First Mercantile Trust's WTM Position: Q3 2021 in Review

First Mercantile Trust reduced its White Mountains Insurance (WTM) stake by 1.6% in Q3 2021, selling an estimated $3.35K and leaving 181 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #435.

First Mercantile Trust first reported a position in WTM in Q4 2016 and has held it in 20 quarters since. The position peaked at $569K in Q4 2016. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

  • First Mercantile Trust held 181 shares of White Mountains Insurance worth $194K as of Q3 2021.
  • First Mercantile Trust sold 3 White Mountains Insurance shares in Q3 2021, an estimated $3.35K.
  • White Mountains Insurance made up 0.03% of First Mercantile Trust's portfolio in Q3 2021, its #435 holding.
  • First Mercantile Trust first reported a position in White Mountains Insurance in Q4 2016 and has held it in 20 quarters since.
  • First Mercantile Trust's White Mountains Insurance position peaked at $569K in Q4 2016.
  • 231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.