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O'Dell Group’s White Mountains Insurance WTM Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-7
Closed -$10.6K – 489
2023
Q4 		$10.6K Buy
+7
New +$10.4K ﹤0.01% 344
2023
Q3 		– Sell
-7
Closed -$9.77K – 497
2023
Q2 		$9.77K Buy
+7
New +$9.86K ﹤0.01% 343
2022
Q4 		– Sell
-7
Closed -$9K – 413
2022
Q3 		$9K Hold
7
– – ﹤0.01% 300
2022
Q2 		$9K Hold
7
– – ﹤0.01% 290
2022
Q1 		$8K Hold
7
– – ﹤0.01% 341
2021
Q4 		$7K Hold
7
– – ﹤0.01% 352
2021
Q3 		$8K Buy
+7
New +$7.82K ﹤0.01% 324

Other funds holding WTM

Vanguard Group
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

O'Dell Group's WTM Position: Q1 2024 in Review

O'Dell Group sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 7 shares — an estimated $10.6K sold.

O'Dell Group first reported a position in WTM in Q3 2021 and held it in 7 quarters. The position peaked at $10.6K in Q4 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

  • O'Dell Group reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 7 White Mountains Insurance shares in Q1 2024, an estimated $10.6K.
  • O'Dell Group first reported a position in White Mountains Insurance in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's White Mountains Insurance position peaked at $10.6K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.