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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
2018
Q3 		– Sell
-1,168
Closed -$1.06M – 424
2018
Q2 		$1.06M Buy
+1,168
New +$1.03M 0.01% 221

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.