Investment Management of Virginia’s White Mountains Insurance WTM Stock Holding History

Investment Management of Virginia’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 Q1	$249K	Hold	181	–	–	0.05%	171
2022 Q4	$256K	Hold	181	–	–	0.05%	168
2022 Q3	$236K	Hold	181	–	–	0.05%	168
2022 Q2	$226K	Hold	181	–	–	0.05%	168
2022 Q1	$206K	Buy	+181	New	+$189K	0.04%	177
2021 Q3	–	Sell	-181	Closed	-$208K	–	165
2021 Q2	$208K	Hold	181	–	–	0.04%	159
2021 Q1	$202K	Buy	+181	New	+$202K	0.04%	151
2020 Q1	–	Sell	-181	Closed	-$202K	–	154
2019 Q4	$202K	Buy	+181	New	+$197K	0.05%	136
2018 Q2	–	Sell	-409	Closed	-$336K	–	146
2018 Q1	$336K	Hold	409	–	–	0.08%	135
2017 Q4	$348K	Hold	409	–	–	0.08%	131
2017 Q3	$351K	Hold	409	–	–	0.08%	130
2017 Q2	$355K	Hold	409	–	–	0.09%	125
2017 Q1	$360K	Hold	409	–	–	0.09%	129
2016 Q4	$342K	Hold	409	–	–	0.08%	130
2016 Q3	$339K	Hold	409	–	–	0.08%	128
2016 Q2	$344K	Hold	409	–	–	0.09%	129
2016 Q1	$328K	Sell	409 -125	-23%	-$93.5K	0.09%	131
2015 Q4	$388K	Hold	534	–	–	0.1%	134
2015 Q3	$399K	Sell	534 -300	-36%	-$216K	0.11%	136
2015 Q2	$546K	Hold	834	–	–	0.13%	133
2015 Q1	$571K	Hold	834	–	–	0.13%	127
2014 Q4	$526K	Hold	834	–	–	0.11%	127
2014 Q3	$525K	Sell	834 -2,236	-73%	-$1.4M	0.09%	126
2014 Q2	$1.87M	Sell	3,070 -15	-0.5%	-$8.93K	0.3%	89
2014 Q1	$1.85M	Buy	3,085 +20	+0.7%	+$11.7K	0.3%	92
2013 Q4	$1.85M	Hold	3,065	–	–	0.3%	90
2013 Q3	$1.74M	Sell	3,065 -299	-9%	-$174K	0.33%	82
2013 Q2	$1.93M	Buy	+3,364	New	+$1.96M	0.43%	67

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 $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Investment Management of Virginia's WTM Position: Q1 2023 in Review

Investment Management of Virginia held its White Mountains Insurance (WTM) position steady in Q1 2023 at 181 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #171.

Investment Management of Virginia first reported a position in WTM in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.93M in Q2 2013. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

Investment Management of Virginia held 181 shares of White Mountains Insurance worth $249K as of Q1 2023.
Investment Management of Virginia left its White Mountains Insurance share count unchanged in Q1 2023.
White Mountains Insurance made up 0.05% of Investment Management of Virginia's portfolio in Q1 2023, its #171 holding.
Investment Management of Virginia first reported a position in White Mountains Insurance in Q2 2013 and has held it in 28 quarters since.
Investment Management of Virginia's White Mountains Insurance position peaked at $1.93M in Q2 2013.
261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.