Panagora Asset Management’s White Mountains Insurance WTM Stock Holding History

Panagora Asset Management’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
2021 Q4	–	Sell	-196	Closed	-$210K	–	1726
2021 Q3	$210K	Sell	196 -38	-16%	-$42.4K	﹤0.01%	1643
2021 Q2	$269K	Sell	234 -3	-1%	-$3.5K	﹤0.01%	1567
2021 Q1	$264K	Buy	237 +234	+7,800%	+$262K	﹤0.01%	1605
2020 Q4	$3K	Hold	3	–	–	﹤0.01%	2586
2020 Q3	$2K	Hold	3	–	–	﹤0.01%	2602
2020 Q2	$3K	Hold	3	–	–	﹤0.01%	2448
2020 Q1	$3K	Hold	3	–	–	﹤0.01%	2362
2019 Q4	$3K	Hold	3	–	–	﹤0.01%	2332
2019 Q3	$3K	Hold	3	–	–	﹤0.01%	2354
2019 Q2	$3K	Hold	3	–	–	﹤0.01%	2514
2019 Q1	$3K	Hold	3	–	–	﹤0.01%	2445
2018 Q4	$3K	Sell	3 -185	-98%	-$165K	﹤0.01%	2398
2018 Q3	$176K	Buy	188 +185	+6,167%	+$171K	﹤0.01%	1722
2018 Q2	$3K	Sell	3 -160	-98%	-$141K	﹤0.01%	2330
2018 Q1	$134K	Buy	163 +16	+11%	+$13.2K	﹤0.01%	1783
2017 Q4	$125K	Buy	147 +90	+158%	+$78.7K	﹤0.01%	1817
2017 Q3	$49K	Sell	57 -243	-81%	-$209K	﹤0.01%	2056
2017 Q2	$261K	Hold	300	–	–	﹤0.01%	1549
2017 Q1	$264K	Hold	300	–	–	﹤0.01%	1561
2016 Q4	$251K	Hold	300	–	–	﹤0.01%	1670
2016 Q3	$249K	Hold	300	–	–	﹤0.01%	1691
2016 Q2	$253K	Sell	300 -329	-52%	-$268K	﹤0.01%	1590
2016 Q1	$505K	Buy	629 +329	+110%	+$246K	﹤0.01%	1354
2015 Q4	$218K	Hold	300	–	–	﹤0.01%	1564
2015 Q3	$224K	Hold	300	–	–	﹤0.01%	1570
2015 Q2	$196K	Hold	300	–	–	﹤0.01%	1692
2015 Q1	$205K	Hold	300	–	–	﹤0.01%	1661
2014 Q4	$189K	Hold	300	–	–	﹤0.01%	1642
2014 Q3	$189K	Hold	300	–	–	﹤0.01%	1655
2014 Q2	$183K	Hold	300	–	–	﹤0.01%	1743
2014 Q1	$180K	Hold	300	–	–	﹤0.01%	1774
2013 Q4	$181K	Hold	300	–	–	﹤0.01%	1703
2013 Q3	$170K	Hold	300	–	–	﹤0.01%	1721
2013 Q2	$172K	Buy	+300	New	+$175K	﹤0.01%	1694

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Panagora Asset Management's WTM Position: Q4 2021 in Review

Panagora Asset Management sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 196 shares — an estimated $210K sold.

Panagora Asset Management first reported a position in WTM in Q2 2013 and held it in 34 quarters. The position peaked at $505K in Q1 2016. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

Panagora Asset Management reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
Panagora Asset Management sold 196 White Mountains Insurance shares in Q4 2021, an estimated $210K.
Panagora Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 34 quarters.
Panagora Asset Management's White Mountains Insurance position peaked at $505K in Q1 2016.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Panagora Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.