Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s White Mountains Insurance WTM Stock Holding History

Kovitz Investment Group Partners’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
2021
Q4 		– Sell
-900
Closed -$963K – 467
2021
Q3 		$963K Hold
900
– – 0.02% 304
2021
Q2 		$1.03M Buy
+900
New +$1.05M 0.02% 300

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BlackRock
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LCOV
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Kovitz Investment Group Partners's WTM Position: Q4 2021 in Review

Kovitz Investment Group Partners sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 900 shares — an estimated $963K sold.

Kovitz Investment Group Partners first reported a position in WTM in Q2 2021 and held it in 2 quarters. The position peaked at $1.03M in Q2 2021. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

  • Kovitz Investment Group Partners reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 900 White Mountains Insurance shares in Q4 2021, an estimated $963K.
  • Kovitz Investment Group Partners first reported a position in White Mountains Insurance in Q2 2021 and held it in 2 quarters.
  • Kovitz Investment Group Partners's White Mountains Insurance position peaked at $1.03M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2021, filed 4 Feb 2022.