Johnson Financial Group Inc (Wisconsin)’s White Mountains Insurance WTM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-40	Closed	-$60.2K	–	1001
2023 Q4	$60.2K	Hold	40	–	–	﹤0.01%	431
2023 Q3	$59.8K	Hold	40	–	–	﹤0.01%	377
2023 Q2	$55.6K	Sell	40 -80	-67%	-$113K	﹤0.01%	401
2023 Q1	$165K	Buy	+120	New	+$172K	0.01%	287
2022 Q3	–	Sell	-75	Closed	-$84K	–	795
2022 Q2	$84K	Hold	75	–	–	0.01%	335
2022 Q1	$84K	Hold	75	–	–	0.01%	375
2021 Q4	$84K	Buy	+75	New	+$79.2K	0.01%	386
2014 Q3	–	Sell	-783	Closed	-$476K	–	786
2014 Q2	$476K	Buy	783 +14	+2%	+$8.34K	0.13%	156
2014 Q1	$461K	Sell	769 -183	-19%	-$107K	0.13%	141
2013 Q4	$574K	Buy	952 +31	+3%	+$18.3K	0.17%	123
2013 Q3	$523K	Hold	921	–	–	0.16%	127
2013 Q2	$529K	Buy	+921	New	+$537K	0.15%	129

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCOV

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

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

Johnson Financial Group Inc (Wisconsin)'s WTM Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 40 shares — an estimated $60.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WTM in Q2 2013 and held it in 12 quarters. The position peaked at $574K in Q4 2013. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 40 White Mountains Insurance shares in Q1 2024, an estimated $60.2K.
Johnson Financial Group Inc (Wisconsin) first reported a position in White Mountains Insurance in Q2 2013 and held it in 12 quarters.
Johnson Financial Group Inc (Wisconsin)'s White Mountains Insurance position peaked at $574K in Q4 2013.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.