Karpas Strategies’s White Mountains Insurance WTM Stock Holding History

Karpas Strategies’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 Q2	$1.2M	Hold	659	–	–	0.38%	56
2024 Q1	$1.18M	Hold	659	–	–	0.37%	55
2023 Q4	$992K	Hold	659	–	–	0.33%	60
2023 Q3	$986K	Sell	659 -15	-2%	-$23K	0.36%	60
2023 Q2	$936K	Hold	674	–	–	0.32%	62
2023 Q1	$928K	Sell	674 -25	-4%	-$35.9K	0.33%	62
2022 Q4	$988K	Sell	699 -3	-0.4%	-$4.07K	0.35%	58
2022 Q3	$914K	Hold	702	–	–	0.35%	55
2022 Q2	$874K	Hold	702	–	–	0.31%	63
2022 Q1	$797K	Sell	702 -49	-7%	-$51.3K	0.25%	69
2021 Q4	$761K	Hold	751	–	–	0.24%	70
2021 Q3	$826K	Hold	751	–	–	0.27%	64
2021 Q2	$862K	Hold	751	–	–	0.31%	59
2021 Q1	$837K	Hold	751	–	–	0.32%	59
2020 Q4	$751K	Hold	751	–	–	0.29%	65
2020 Q3	$585K	Hold	751	–	–	0.27%	67
2020 Q2	$667K	Hold	751	–	–	0.32%	57
2020 Q1	$683K	Sell	751 -1	-0.1%	-$1.03K	0.37%	58
2019 Q4	$839K	Hold	752	–	–	0.32%	60
2019 Q3	$812K	Hold	752	–	–	0.33%	59
2019 Q2	$768K	Hold	752	–	–	0.32%	60
2019 Q1	$696K	Hold	752	–	–	0.29%	62
2018 Q4	$645K	Hold	752	–	–	0.3%	62
2018 Q3	$704K	Hold	752	–	–	0.29%	63
2018 Q2	$682K	Sell	752 -50	-6%	-$44K	0.3%	65
2018 Q1	$660K	Hold	802	–	–	0.29%	67
2017 Q4	$683K	Hold	802	–	–	0.29%	67
2017 Q3	$687K	Hold	802	–	–	0.3%	63
2017 Q2	$697K	Hold	802	–	–	0.31%	58
2017 Q1	$706K	Hold	802	–	–	0.32%	58
2016 Q4	$671K	Hold	802	–	–	0.32%	60
2016 Q3	$666K	Hold	802	–	–	0.33%	60
2016 Q2	$675K	Hold	802	–	–	0.34%	59
2016 Q1	$644K	Hold	802	–	–	0.33%	60
2015 Q4	$583K	Hold	802	–	–	0.31%	62
2015 Q3	$599K	Hold	802	–	–	0.33%	60
2015 Q2	$525K	Hold	802	–	–	0.26%	73
2015 Q1	$549K	Sell	802 -87	-10%	-$57.4K	0.27%	68
2014 Q4	$560K	Hold	889	–	–	0.27%	70
2014 Q3	$560K	Hold	889	–	–	0.28%	68
2014 Q2	$541K	Hold	889	–	–	0.27%	69
2014 Q1	$533K	Hold	889	–	–	0.28%	68
2013 Q4	$536K	Hold	889	–	–	0.3%	68
2013 Q3	$505K	Hold	889	–	–	0.3%	68
2013 Q2	$511K	Buy	+889	New	+$519K	0.31%	65

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

BlackRock New York $5.72T AUM 30.48% 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

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

Karpas Strategies's WTM Position: Q2 2024 in Review

Karpas Strategies held its White Mountains Insurance (WTM) position steady in Q2 2024 at 659 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #56.

Karpas Strategies first reported a position in WTM in Q2 2013 and has held it in 45 quarters since. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

Karpas Strategies held 659 shares of White Mountains Insurance worth $1.2M as of Q2 2024.
Karpas Strategies left its White Mountains Insurance share count unchanged in Q2 2024.
White Mountains Insurance made up 0.38% of Karpas Strategies's portfolio in Q2 2024, its #56 holding.
Karpas Strategies first reported a position in White Mountains Insurance in Q2 2013 and has held it in 45 quarters since.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.