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

Frazier 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
2024
Q4 		– Sell
-2
Closed -$3.39K – 889
2024
Q3 		$3.39K Sell
2
-2
-50% -$3.49K ﹤0.01% 613
2024
Q2 		$7.27K Hold
4
– – 0.01% 508
2024
Q1 		$7.18K Buy
4
+1
+33% +$1.68K 0.01% 509
2023
Q4 		$4.52K Buy
+3
New +$4.46K ﹤0.01% 517

Other funds holding WTM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Frazier Financial Advisors's WTM Position: Q4 2024 in Review

Frazier Financial Advisors sold out of White Mountains Insurance (WTM) in Q4 2024, closing a stake of 2 shares — an estimated $3.39K sold.

Frazier Financial Advisors first reported a position in WTM in Q4 2023 and held it in 4 quarters. The position peaked at $7.27K in Q2 2024. 324 funds tracked by Wall St. Rank hold WTM as of Q4 2024.

  • Frazier Financial Advisors reported no remaining White Mountains Insurance position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 2 White Mountains Insurance shares in Q4 2024, an estimated $3.39K.
  • Frazier Financial Advisors first reported a position in White Mountains Insurance in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's White Mountains Insurance position peaked at $7.27K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.