International Assets Investment Management’s White Mountains Insurance WTM Stock Holding History

International Assets 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
2023 Q2	–	Sell	-3	Closed	-$4.13K	–	1160
2023 Q1	$4.13K	Buy	+3	New	+$4.3K	﹤0.01%	935
2021 Q2	–	Sell	-6	Closed	-$6K	–	1924
2021 Q1	$6K	Buy	6 +3	+100%	+$3.35K	﹤0.01%	1755
2020 Q4	$3K	Buy	+3	New	+$2.82K	﹤0.01%	1838

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

International Assets Investment Management's WTM Position: Q2 2023 in Review

International Assets Investment Management sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 3 shares — an estimated $4.13K sold.

International Assets Investment Management first reported a position in WTM in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

International Assets Investment Management reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
International Assets Investment Management sold 3 White Mountains Insurance shares in Q2 2023, an estimated $4.13K.
International Assets Investment Management first reported a position in White Mountains Insurance in Q4 2020 and held it in 3 quarters.
International Assets Investment Management's White Mountains Insurance position peaked at $6K in Q1 2021.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.