OC
WTM icon

Oppenheimer & Close’s White Mountains Insurance WTM Stock Holding History

Oppenheimer & Close’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
Q2 		– Sell
-125
Closed -$224K – 58
2024
Q1 		$224K Buy
+125
New +$210K 0.19% 52

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Oppenheimer & Close's WTM Position: Q2 2024 in Review

Oppenheimer & Close sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 125 shares — an estimated $224K sold.

Oppenheimer & Close first reported a position in WTM in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • Oppenheimer & Close reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer & Close sold 125 White Mountains Insurance shares in Q2 2024, an estimated $224K.
  • Oppenheimer & Close first reported a position in White Mountains Insurance in Q1 2024 and held it in 1 quarter.
  • Oppenheimer & Close's White Mountains Insurance position peaked at $224K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Oppenheimer & Close's 13F filing for Q2 2024, filed 25 Jul 2024.