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Next Financial Group’s White Mountains Insurance WTM Stock Holding History

Next Financial Group’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
2021
Q4 		$11K Buy
+11
New +$11.6K ﹤0.01% 2163
2021
Q3 		– Sell
-26
Closed -$30K – 2824
2021
Q2 		$30K Buy
+26
New +$30.4K ﹤0.01% 1608

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Next Financial Group's WTM Position: Q4 2021 in Review

Next Financial Group opened a new position in White Mountains Insurance (WTM) in Q4 2021: 11 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings. This is a return to the name: Next Financial Group previously reported a position in WTM as recently as Q2 2021.

Next Financial Group first reported a position in WTM in Q2 2021 and has held it in 2 quarters since. The position peaked at $30K in Q2 2021. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

  • Next Financial Group held 11 shares of White Mountains Insurance worth $11K as of Q4 2021.
  • White Mountains Insurance was a new Next Financial Group position in Q4 2021.
  • White Mountains Insurance made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2163 holding.
  • Next Financial Group first reported a position in White Mountains Insurance in Q2 2021 and has held it in 2 quarters since.
  • Next Financial Group's White Mountains Insurance position peaked at $30K in Q2 2021.
  • 243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.