Pathstone Family Office’s White Mountains Insurance WTM Stock Holding History

Pathstone Family Office’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
2023 Q3	$319K	Buy	+213	New	+$327K	﹤0.01%	1278
2017 Q3	–	Sell	-45	Closed	-$39K	–	348
2017 Q2	$39K	Buy	+45	New	+$39K	0.02%	214
2014 Q4	–	Sell	-31	Closed	-$20K	–	266
2014 Q3	$20K	Buy	+31	New	+$19.3K	0.06%	131

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

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

BlackRock New York $5.72T AUM 30.48% 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

Pathstone Family Office's WTM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in White Mountains Insurance (WTM) in Q3 2023: 213 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in WTM as recently as Q2 2017.

Pathstone Family Office first reported a position in WTM in Q3 2014 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

Pathstone Family Office held 213 shares of White Mountains Insurance worth $319K as of Q3 2023.
White Mountains Insurance was a new Pathstone Family Office position in Q3 2023.
White Mountains Insurance made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1278 holding.
Pathstone Family Office first reported a position in White Mountains Insurance in Q3 2014 and has held it in 3 quarters since.
271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.