New York State Teachers Retirement System (NYSTRS)’s White Mountains Insurance WTM Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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	-141	Closed	-$256K	–	1652
2024 Q2	$256K	Hold	141	–	–	﹤0.01%	1499
2024 Q1	$253K	Hold	141	–	–	﹤0.01%	1501
2023 Q4	$212K	Hold	141	–	–	﹤0.01%	1513
2023 Q3	$211K	Hold	141	–	–	﹤0.01%	1505
2023 Q2	$196K	Buy	+141	New	+$198K	﹤0.01%	1517

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

New York State Teachers Retirement System (NYSTRS)'s WTM Position: Q3 2024 in Review

New York State Teachers Retirement System (NYSTRS) sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 141 shares — an estimated $256K sold.

New York State Teachers Retirement System (NYSTRS) first reported a position in WTM in Q2 2023 and held it in 5 quarters. The position peaked at $256K in Q2 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

New York State Teachers Retirement System (NYSTRS) reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
New York State Teachers Retirement System (NYSTRS) sold 141 White Mountains Insurance shares in Q3 2024, an estimated $256K.
New York State Teachers Retirement System (NYSTRS) first reported a position in White Mountains Insurance in Q2 2023 and held it in 5 quarters.
New York State Teachers Retirement System (NYSTRS)'s White Mountains Insurance position peaked at $256K in Q2 2024.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q3 2024, filed 25 Oct 2024.