John W. Brooker & Co’s White Mountains Insurance WTM Stock Holding History

John W. Brooker & Co’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
2022 Q4	–	Sell	-90	Closed	-$117K	–	190
2022 Q3	$117K	Hold	90	–	–	0.08%	64
2022 Q2	$112K	Hold	90	–	–	0.07%	65
2022 Q1	$102K	Hold	90	–	–	0.06%	68
2021 Q4	$91K	Hold	90	–	–	0.05%	69
2021 Q3	$96K	Hold	90	–	–	0.05%	67
2021 Q2	$103K	Hold	90	–	–	0.06%	65
2021 Q1	$100K	Hold	90	–	–	0.06%	61
2020 Q4	$90K	Hold	90	–	–	0.06%	60
2020 Q3	$70K	Hold	90	–	–	0.05%	59
2020 Q2	$80K	Hold	90	–	–	0.06%	61
2020 Q1	$82K	Hold	90	–	–	0.06%	60
2019 Q4	$100K	Buy	+90	New	+$98.2K	0.06%	58

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

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

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

WCM

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

LCOV

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

John W. Brooker & Co's WTM Position: Q4 2022 in Review

John W. Brooker & Co sold out of White Mountains Insurance (WTM) in Q4 2022, closing a stake of 90 shares — an estimated $117K sold.

John W. Brooker & Co first reported a position in WTM in Q4 2019 and held it in 12 quarters. The position peaked at $117K in Q3 2022. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

John W. Brooker & Co reported no remaining White Mountains Insurance position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 90 White Mountains Insurance shares in Q4 2022, an estimated $117K.
John W. Brooker & Co first reported a position in White Mountains Insurance in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's White Mountains Insurance position peaked at $117K in Q3 2022.
265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.