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Kula Investments’s White Mountains Insurance WTM Stock Holding History

Kula Investments’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
Q1 		$533K Buy
387
+149
+63% +$214K 0.13% 285
2022
Q4 		$337K Buy
+238
New +$323K 0.1% 348

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Kula Investments's WTM Position: Q1 2023 in Review

Kula Investments increased its White Mountains Insurance (WTM) stake by 63% in Q1 2023, buying an estimated $214K and bringing the position to 387 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #285.

Kula Investments first reported a position in WTM in Q4 2022 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

  • Kula Investments held 387 shares of White Mountains Insurance worth $533K as of Q1 2023.
  • Kula Investments bought 149 White Mountains Insurance shares in Q1 2023, an estimated $214K.
  • White Mountains Insurance made up 0.13% of Kula Investments's portfolio in Q1 2023, its #285 holding.
  • Kula Investments first reported a position in White Mountains Insurance in Q4 2022 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.