PP
WTM icon

Paloma Partners’s White Mountains Insurance WTM Stock Holding History

Paloma Partners’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
Q3 		– Sell
-169
Closed -$307K – 1734
2024
Q2 		$307K Buy
+169
New +$299K 0.01% 900
2021
Q3 		– Sell
-450
Closed -$516K – 1962
2021
Q2 		$516K Sell
450
-450
-50% -$525K 0.01% 988
2021
Q1 		$1M Buy
900
+558
+163% +$624K 0.02% 689
2020
Q4 		$342K Sell
342
-1,168
-77% -$1.1M 0.01% 1094
2020
Q3 		$1.18M Buy
+1,510
New +$1.31M 0.03% 641
2019
Q3 		– Sell
-700
Closed -$715K – 2328
2019
Q2 		$715K Buy
+700
New +$673K 0.01% 854
2018
Q3 		– Sell
-1,120
Closed -$1.01M – 1986
2018
Q2 		$1.01M Buy
1,120
+820
+273% +$722K 0.02% 716
2018
Q1 		$247K Buy
+300
New +$248K ﹤0.01% 1709
2017
Q3 		– Sell
-700
Closed -$608K – 2476
2017
Q2 		$608K Buy
+700
New +$607K 0.01% 1430
2017
Q1 		– Sell
-1,242
Closed -$1.04M – 2268
2016
Q4 		$1.04M Buy
1,242
+821
+195% +$688K 0.01% 1153
2016
Q3 		$349K Buy
+421
New +$347K ﹤0.01% 1570
2016
Q1 		– Sell
-453
Closed -$329K – 2099
2015
Q4 		$329K Buy
+453
New +$347K 0.01% 1272

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

Paloma Partners's WTM Position: Q3 2024 in Review

Paloma Partners sold out of White Mountains Insurance (WTM) in Q3 2024, closing a stake of 169 shares — an estimated $307K sold.

Paloma Partners first reported a position in WTM in Q4 2015 and held it in 12 quarters. The position peaked at $1.18M in Q3 2020. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Paloma Partners reported no remaining White Mountains Insurance position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 169 White Mountains Insurance shares in Q3 2024, an estimated $307K.
  • Paloma Partners first reported a position in White Mountains Insurance in Q4 2015 and held it in 12 quarters.
  • Paloma Partners's White Mountains Insurance position peaked at $1.18M in Q3 2020.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.