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

Fragasso Financial 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
2022 Q1	–	Sell	-505	Closed	-$512K	–	199
2021 Q4	$512K	Hold	505	–	–	0.06%	115
2021 Q3	$540K	Hold	505	–	–	0.07%	97
2021 Q2	$580K	Hold	505	–	–	0.08%	90
2021 Q1	$563K	Hold	505	–	–	0.08%	90
2020 Q4	$505K	Hold	505	–	–	0.08%	89
2020 Q3	$393K	Hold	505	–	–	0.07%	93
2020 Q2	$465K	Hold	505	–	–	0.08%	86
2020 Q1	$460K	Hold	505	–	–	0.1%	83
2019 Q4	$563K	Hold	505	–	–	0.09%	93
2019 Q3	$545K	Hold	505	–	–	0.1%	88
2019 Q2	$516K	Hold	505	–	–	0.1%	88
2019 Q1	$467K	Hold	505	–	–	0.1%	84
2018 Q4	$433K	Hold	505	–	–	0.1%	102
2018 Q3	$443K	Hold	505	–	–	0.11%	86
2018 Q2	$458K	Hold	505	–	–	0.12%	81
2018 Q1	$415K	Hold	505	–	–	0.1%	79
2017 Q4	$430K	Buy	505 +5	+1%	+$4.37K	0.1%	79
2017 Q3	$429K	Buy	+500	New	+$430K	0.13%	77

Other funds holding WTM

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fragasso Financial Advisors's WTM Position: Q1 2022 in Review

Fragasso Financial Advisors sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 505 shares — an estimated $512K sold.

Fragasso Financial Advisors first reported a position in WTM in Q3 2017 and held it in 18 quarters. The position peaked at $580K in Q2 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

Fragasso Financial Advisors reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
Fragasso Financial Advisors sold 505 White Mountains Insurance shares in Q1 2022, an estimated $512K.
Fragasso Financial Advisors first reported a position in White Mountains Insurance in Q3 2017 and held it in 18 quarters.
Fragasso Financial Advisors's White Mountains Insurance position peaked at $580K in Q2 2021.
244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

Based on Fragasso Financial Advisors's 13F filing for Q1 2022, filed 6 Apr 2022.