Loomis, Sayles & Company’s White Mountains Insurance WTM Stock Holding History

Loomis, Sayles & Company’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 Q1	–	Sell	-10	Closed	-$15K	–	986
2023 Q4	$15K	Buy	10 +4	+67%	+$5.95K	﹤0.01%	726
2023 Q3	$9K	Buy	6 +2	+50%	+$3.07K	﹤0.01%	824
2023 Q2	$6K	Hold	4	–	–	﹤0.01%	818
2023 Q1	$6K	Sell	4 -23	-85%	-$33K	﹤0.01%	908
2022 Q4	$38K	Buy	27 +26	+2,600%	+$35.2K	﹤0.01%	645
2022 Q3	$1K	Sell	1 -2	-67%	-$2.59K	﹤0.01%	936
2022 Q2	$4K	Buy	+3	New	+$3.48K	﹤0.01%	754
2021 Q4	–	Sell	-9	Closed	-$10K	–	917
2021 Q3	$10K	Buy	+9	New	+$10.1K	﹤0.01%	818

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

Loomis, Sayles & Company's WTM Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 10 shares — an estimated $15K sold.

Loomis, Sayles & Company first reported a position in WTM in Q3 2021 and held it in 8 quarters. The position peaked at $38K in Q4 2022. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Loomis, Sayles & Company reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
Loomis, Sayles & Company sold 10 White Mountains Insurance shares in Q1 2024, an estimated $15K.
Loomis, Sayles & Company first reported a position in White Mountains Insurance in Q3 2021 and held it in 8 quarters.
Loomis, Sayles & Company's White Mountains Insurance position peaked at $38K in Q4 2022.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.