Icon Wealth Partners’s White Mountains Insurance WTM Stock Holding History

Icon Wealth Partners’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
2023 Q3	$332K	Hold	222	–	–	0.04%	223
2023 Q2	$308K	Hold	222	–	–	0.03%	251
2023 Q1	$306K	Buy	+222	New	+$318K	0.03%	253
2022 Q2	$890K	Hold	714	–	–	0.11%	145
2022 Q1	$811K	Hold	714	–	–	0.08%	167
2021 Q4	$724K	Hold	714	–	–	0.07%	182
2021 Q3	$764K	Sell	714 -1	-0.1%	-$1.12K	0.08%	181
2021 Q2	$821K	Hold	715	–	–	0.09%	172
2021 Q1	$797K	Sell	715 -6	-0.8%	-$6.71K	0.1%	160
2020 Q4	$721K	Buy	+721	New	+$678K	0.11%	141
2020 Q3	–	Sell	-469	Closed	-$416K	–	317
2020 Q2	$416K	Buy	+469	New	+$423K	0.1%	143

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Icon Wealth Partners's WTM Position: Q3 2023 in Review

Icon Wealth Partners held its White Mountains Insurance (WTM) position steady in Q3 2023 at 222 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #223.

Icon Wealth Partners first reported a position in WTM in Q2 2020 and has held it in 11 quarters since. The position peaked at $890K in Q2 2022. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

Icon Wealth Partners held 222 shares of White Mountains Insurance worth $332K as of Q3 2023.
Icon Wealth Partners left its White Mountains Insurance share count unchanged in Q3 2023.
White Mountains Insurance made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #223 holding.
Icon Wealth Partners first reported a position in White Mountains Insurance in Q2 2020 and has held it in 11 quarters since.
Icon Wealth Partners's White Mountains Insurance position peaked at $890K in Q2 2022.
271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.