IWA
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Icon Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Icon Wealth 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
Q4 		$314K Sell
222
-492
-69% -$667K 0.04% 244
2022
Q3 		$930K Buy
+714
New +$924K 0.11% 138

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Icon Wealth Advisors's WTM Position: Q4 2022 in Review

Icon Wealth Advisors reduced its White Mountains Insurance (WTM) stake by 69% in Q4 2022, selling an estimated $667K and leaving 222 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #244.

Icon Wealth Advisors first reported a position in WTM in Q3 2022 and has held it in 2 quarters since. The position peaked at $930K in Q3 2022. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

  • Icon Wealth Advisors held 222 shares of White Mountains Insurance worth $314K as of Q4 2022.
  • Icon Wealth Advisors sold 492 White Mountains Insurance shares in Q4 2022, an estimated $667K.
  • White Mountains Insurance made up 0.04% of Icon Wealth Advisors's portfolio in Q4 2022, its #244 holding.
  • Icon Wealth Advisors first reported a position in White Mountains Insurance in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's White Mountains Insurance position peaked at $930K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.