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GW Henssler & Associates’s White Mountains Insurance WTM Stock Holding History

GW Henssler & Associates’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
Q2 		– Sell
-246
Closed -$274K – 271
2021
Q1 		$274K Hold
246
– – 0.02% 192
2020
Q4 		$246K Buy
+246
New +$231K 0.02% 191
2020
Q3 		– Sell
-227
Closed -$202K – 224
2020
Q2 		$202K Buy
+227
New +$205K 0.02% 188

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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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

GW Henssler & Associates's WTM Position: Q2 2021 in Review

GW Henssler & Associates sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 246 shares — an estimated $274K sold.

GW Henssler & Associates first reported a position in WTM in Q2 2020 and held it in 3 quarters. The position peaked at $274K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • GW Henssler & Associates reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 246 White Mountains Insurance shares in Q2 2021, an estimated $274K.
  • GW Henssler & Associates first reported a position in White Mountains Insurance in Q2 2020 and held it in 3 quarters.
  • GW Henssler & Associates's White Mountains Insurance position peaked at $274K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on GW Henssler & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.