Legato Capital Management’s White Mountains Insurance WTM Stock Holding History

Legato Capital Management’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 Q3	–	Sell	-391	Closed	-$711K	–	630
2024 Q2	$711K	Sell	391 -499	-56%	-$883K	0.1%	345
2024 Q1	$1.6M	Buy	890 +2	+0.2%	+$3.35K	0.19%	170
2023 Q4	$1.34M	Buy	888 +54	+6%	+$80.3K	0.17%	187
2023 Q3	$1.25M	Buy	834 +98	+13%	+$150K	0.18%	187
2023 Q2	$1.02M	Buy	736 +494	+204%	+$695K	0.14%	253
2023 Q1	$333K	Sell	242 -49	-17%	-$70.3K	0.06%	405
2022 Q4	$412K	Buy	+291	New	+$394K	0.08%	381

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

Legato Capital Management's WTM Position: Q3 2024 in Review

Legato Capital Management sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 391 shares — an estimated $711K sold.

Legato Capital Management first reported a position in WTM in Q4 2022 and held it in 7 quarters. The position peaked at $1.6M in Q1 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

Legato Capital Management reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
Legato Capital Management sold 391 White Mountains Insurance shares in Q3 2024, an estimated $711K.
Legato Capital Management first reported a position in White Mountains Insurance in Q4 2022 and held it in 7 quarters.
Legato Capital Management's White Mountains Insurance position peaked at $1.6M in Q1 2024.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Legato Capital Management's 13F filing for Q3 2024, filed 7 Nov 2024.