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Kapitalo Investimentos’s White Mountains Insurance WTM Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-92
Closed -$138K – 729
2023
Q3 		$138K Buy
+92
New +$141K 0.02% 346

Other funds holding WTM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Kapitalo Investimentos's WTM Position: Q4 2023 in Review

Kapitalo Investimentos sold out of White Mountains Insurance (WTM) in Q4 2023, closing a stake of 92 shares — an estimated $138K sold.

Kapitalo Investimentos first reported a position in WTM in Q3 2023 and held it in 1 quarter. The position peaked at $138K in Q3 2023. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

  • Kapitalo Investimentos reported no remaining White Mountains Insurance position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 92 White Mountains Insurance shares in Q4 2023, an estimated $138K.
  • Kapitalo Investimentos first reported a position in White Mountains Insurance in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's White Mountains Insurance position peaked at $138K in Q3 2023.
  • 295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.