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Montag & Associates’s White Mountains Insurance WTM Stock Holding History

Montag & Associates’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
-19
Closed -$34.5K – 1051
2024
Q2 		$34.5K Hold
19
– – ﹤0.01% 641
2024
Q1 		$34.1K Hold
19
– – ﹤0.01% 639
2023
Q4 		$28.6K Buy
+19
New +$28.2K ﹤0.01% 659

Other funds holding WTM

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montag & Associates's WTM Position: Q3 2024 in Review

Montag & Associates sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 19 shares — an estimated $34.5K sold.

Montag & Associates first reported a position in WTM in Q4 2023 and held it in 3 quarters. The position peaked at $34.5K in Q2 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Montag & Associates reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Montag & Associates sold 19 White Mountains Insurance shares in Q3 2024, an estimated $34.5K.
  • Montag & Associates first reported a position in White Mountains Insurance in Q4 2023 and held it in 3 quarters.
  • Montag & Associates's White Mountains Insurance position peaked at $34.5K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Montag & Associates's 13F filing for Q3 2024, filed 5 Nov 2024.