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Freestone Capital Holdings’s White Mountains Insurance WTM Stock Holding History

Freestone Capital Holdings’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
-26
Closed -$26K – 1145
2020
Q4 		$26K Hold
26
– – ﹤0.01% 691
2020
Q3 		$20.3K Buy
+26
New +$22.5K ﹤0.01% 646
2019
Q1 		– Sell
-975
Closed -$836K – 432
2018
Q4 		$836K Sell
975
-54
-5% -$48.1K 0.06% 225
2018
Q3 		$963K Buy
+1,029
New +$954K 0.01% 225
2018
Q2 		– Sell
-1,340
Closed -$1.18M – 378
2018
Q1 		$1.1M Buy
+1,340
New +$1.11M 0.06% 209
2017
Q4 		– Sell
-1,320
Closed -$1.15M – 359
2017
Q3 		$1.13M Buy
1,320
+51
+4% +$43.9K 0.08% 198
2017
Q2 		$1.1M Sell
1,269
-230
-15% -$200K 0.09% 184
2017
Q1 		$1.32M Sell
1,499
-95
-6% -$85.1K 0.1% 166
2016
Q4 		$1.33M Buy
1,594
+10
+0.6% +$8.38K 0.11% 161
2016
Q3 		$1.31M Sell
1,584
-53
-3% -$43.7K 0.12% 151
2016
Q2 		$1.38M Sell
1,637
-77
-4% -$62.8K 0.13% 144
2016
Q1 		$1.38M Sell
1,714
-161
-9% -$120K 0.14% 132
2015
Q4 		$1.36M Sell
1,875
-10
-0.5% -$7.66K 0.14% 113
2015
Q3 		$1.41M Buy
1,885
+77
+4% +$55.4K 0.15% 117
2015
Q2 		$1.18M Sell
1,808
-2,211
-55% -$1.47M 0.19% 82
2015
Q1 		$2.64M Buy
4,019
+1,955
+95% +$1.29M 0.42% 30
2014
Q4 		$1.3M Buy
2,064
+22
+1% +$14K 0.21% 67
2014
Q3 		$1.29M Sell
2,042
-43
-2% -$26.8K 0.22% 66
2014
Q2 		$1.27M Buy
2,085
+41
+2% +$24.4K 0.2% 89
2014
Q1 		$1.23M Buy
2,044
+298
+17% +$174K 0.22% 79
2013
Q4 		$1.05M Buy
1,746
+97
+6% +$57.2K 0.19% 92
2013
Q3 		$936K Buy
1,649
+715
+77% +$415K 0.17% 131
2013
Q2 		$537K Buy
+934
New +$545K 0.11% 184

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

Freestone Capital Holdings's WTM Position: Q1 2021 in Review

Freestone Capital Holdings sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 26 shares — an estimated $26K sold.

Freestone Capital Holdings first reported a position in WTM in Q2 2013 and held it in 23 quarters. The position peaked at $2.64M in Q1 2015. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

  • Freestone Capital Holdings reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 26 White Mountains Insurance shares in Q1 2021, an estimated $26K.
  • Freestone Capital Holdings first reported a position in White Mountains Insurance in Q2 2013 and held it in 23 quarters.
  • Freestone Capital Holdings's White Mountains Insurance position peaked at $2.64M in Q1 2015.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.