Outfitter Financial’s White Mountains Insurance WTM Stock Holding History

Outfitter Financial’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	-150	Closed	-$269K	–	80
2024 Q1	$269K	Hold	150	–	–	0.22%	77
2023 Q4	$226K	Hold	150	–	–	0.2%	74
2023 Q3	$224K	Hold	150	–	–	0.21%	73
2023 Q2	$208K	Hold	150	–	–	0.19%	75
2023 Q1	$207K	Hold	150	–	–	0.19%	78
2022 Q4	$212K	Buy	+150	New	+$203K	0.19%	81
2022 Q1	–	Sell	-150	Closed	-$152K	–	246
2021 Q4	$152K	Buy	+150	New	+$158K	0.11%	95

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

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, 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 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

Outfitter Financial's WTM Position: Q2 2024 in Review

Outfitter Financial sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 150 shares — an estimated $269K sold.

Outfitter Financial first reported a position in WTM in Q4 2021 and held it in 7 quarters. The position peaked at $269K in Q1 2024. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

Outfitter Financial reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
Outfitter Financial sold 150 White Mountains Insurance shares in Q2 2024, an estimated $269K.
Outfitter Financial first reported a position in White Mountains Insurance in Q4 2021 and held it in 7 quarters.
Outfitter Financial's White Mountains Insurance position peaked at $269K in Q1 2024.
306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on Outfitter Financial's 13F filing for Q2 2024, filed 30 Jul 2024.