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Nuance Investments’s White Mountains Insurance WTM Stock Holding History

Nuance Investments’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
Q2 		– Sell
-360
Closed -$409K – 59
2022
Q1 		$409K Sell
360
-1,071
-75% -$1.12M 0.01% 50
2021
Q4 		$1.45M Buy
1,431
+139
+11% +$147K 0.03% 52
2021
Q3 		$1.38M Buy
1,292
+220
+21% +$246K 0.03% 53
2021
Q2 		$1.23M Sell
1,072
-31,451
-97% -$36.7M 0.02% 54
2021
Q1 		$36.3M Sell
32,523
-68,243
-68% -$76.3M 0.68% 32
2020
Q4 		$101M Sell
100,766
-8,949
-8% -$8.42M 1.94% 18
2020
Q3 		$85.5M Buy
109,715
+32,671
+42% +$28.2M 2.01% 15
2020
Q2 		$68.4M Buy
+77,044
New +$69.4M 1.78% 20
2019
Q2 		– Sell
-17,277
Closed -$16M – 66
2019
Q1 		$16M Sell
17,277
-2,360
-12% -$2.14M 0.83% 33
2018
Q4 		$16.8M Sell
19,637
-16,902
-46% -$15.1M 1.13% 24
2018
Q3 		$34.2M Sell
36,539
-1,191
-3% -$1.1M 2.04% 17
2018
Q2 		$34.2M Buy
37,730
+17,099
+83% +$15.1M 2.23% 16
2018
Q1 		$17M Buy
20,631
+8,725
+73% +$7.2M 1.15% 33
2017
Q4 		$10.1M Buy
+11,906
New +$10.4M 0.68% 39

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Nuance Investments's WTM Position: Q2 2022 in Review

Nuance Investments sold out of White Mountains Insurance (WTM) in Q2 2022, closing a stake of 360 shares — an estimated $409K sold.

Nuance Investments first reported a position in WTM in Q4 2017 and held it in 14 quarters. The position peaked at $101M in Q4 2020. 259 funds tracked by Wall St. Rank hold WTM as of Q2 2022.

  • Nuance Investments reported no remaining White Mountains Insurance position as of Q2 2022 after selling out during the quarter.
  • Nuance Investments sold 360 White Mountains Insurance shares in Q2 2022, an estimated $409K.
  • Nuance Investments first reported a position in White Mountains Insurance in Q4 2017 and held it in 14 quarters.
  • Nuance Investments's White Mountains Insurance position peaked at $101M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2022.

Based on Nuance Investments's 13F filing for Q2 2022, filed 8 Aug 2022.