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Morton Brown Family Wealth’s White Mountains Insurance WTM Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-2
Closed -$2K – 342
2022
Q2 		$2K Buy
+2
New +$2.32K ﹤0.01% 211

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Morton Brown Family Wealth's WTM Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 2 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in WTM in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2 White Mountains Insurance shares in Q3 2022, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in White Mountains Insurance in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's White Mountains Insurance position peaked at $2K in Q2 2022.
  • 252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.