Impax Asset Management Group
WTM icon

Impax Asset Management Group’s White Mountains Insurance WTM Stock Holding History

Impax Asset Management Group’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
-11,084
Closed -$12.4M – 414
2021
Q1 		$12.4M Sell
11,084
-2,251
-17% -$2.52M 0.06% 124
2020
Q4 		$13.3M Sell
13,335
-500
-4% -$470K 0.08% 109
2020
Q3 		$10.8M Buy
13,835
+1,000
+8% +$865K 0.09% 113
2020
Q2 		$11.4M Buy
12,835
+2,900
+29% +$2.61M 0.12% 111
2020
Q1 		$9.04M Buy
9,935
+1,800
+22% +$1.86M 0.12% 106
2019
Q4 		$9.08M Sell
8,135
-3,751
-32% -$4.09M 0.1% 124
2019
Q3 		$12.8M Sell
11,886
-3,926
-25% -$4.19M 0.17% 102
2019
Q2 		$16.2M Sell
15,812
-3,224
-17% -$3.1M 0.21% 82
2019
Q1 		$17.6M Sell
19,036
-2,500
-12% -$2.26M 0.24% 77
2018
Q4 		$18.5M Sell
21,536
-1,393
-6% -$1.24M 0.3% 66
2018
Q3 		$21.5M Buy
+22,929
New +$21.3M 0.31% 71

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 $580B AUM 38.23% 1-Year Est. Return
Atlanta Capital Management
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Impax Asset Management Group's WTM Position: Q2 2021 in Review

Impax Asset Management Group sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 11,084 shares — an estimated $12.4M sold.

Impax Asset Management Group first reported a position in WTM in Q3 2018 and held it in 11 quarters. The position peaked at $21.5M in Q3 2018. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • Impax Asset Management Group reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • Impax Asset Management Group sold 11,084 White Mountains Insurance shares in Q2 2021, an estimated $12.4M.
  • Impax Asset Management Group first reported a position in White Mountains Insurance in Q3 2018 and held it in 11 quarters.
  • Impax Asset Management Group's White Mountains Insurance position peaked at $21.5M in Q3 2018.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Impax Asset Management Group's 13F filing for Q2 2021, filed 5 Aug 2021.