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INTECH Investment Management’s White Mountains Insurance WTM Stock Holding History

INTECH Investment Management’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
2024
Q2 		– Sell
-128
Closed -$230K – 1127
2024
Q1 		$230K Buy
+128
New +$215K ﹤0.01% 625
2023
Q2 		– Sell
-351
Closed -$483K – 759
2023
Q1 		$483K Hold
351
– – ﹤0.01% 615
2022
Q4 		$496K Hold
351
– – ﹤0.01% 603
2022
Q3 		$457K Sell
351
-263
-43% -$340K ﹤0.01% 601
2022
Q2 		$765K Buy
+614
New +$713K ﹤0.01% 558

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
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

INTECH Investment Management's WTM Position: Q2 2024 in Review

INTECH Investment Management sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 128 shares — an estimated $230K sold.

INTECH Investment Management first reported a position in WTM in Q2 2022 and held it in 5 quarters. The position peaked at $765K in Q2 2022. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • INTECH Investment Management reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • INTECH Investment Management sold 128 White Mountains Insurance shares in Q2 2024, an estimated $230K.
  • INTECH Investment Management first reported a position in White Mountains Insurance in Q2 2022 and held it in 5 quarters.
  • INTECH Investment Management's White Mountains Insurance position peaked at $765K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on INTECH Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.