Patriot Financial Group Insurance Agency’s White Mountains Insurance WTM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-3	Closed	-$3K	–	2270
2021 Q4	$3K	Hold	3	–	–	﹤0.01%	1894
2021 Q3	$3K	Sell	3 -1	-25%	-$1.12K	﹤0.01%	1886
2021 Q2	$5K	Sell	4 -1	-20%	-$1.17K	﹤0.01%	1675
2021 Q1	$6K	Hold	5	–	–	﹤0.01%	1517
2020 Q4	$5K	Hold	5	–	–	﹤0.01%	1452
2020 Q3	$4K	Hold	5	–	–	﹤0.01%	1324
2020 Q2	$4K	Hold	5	–	–	﹤0.01%	1273
2020 Q1	$5K	Hold	5	–	–	﹤0.01%	1093
2019 Q4	$6K	Buy	5 +3	+150%	+$3.27K	﹤0.01%	956
2019 Q3	$2K	Hold	2	–	–	﹤0.01%	1129
2019 Q2	$2K	Hold	2	–	–	﹤0.01%	1156
2019 Q1	$2K	Buy	+2	New	+$1.81K	﹤0.01%	1053

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

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

RRAM

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

ACM

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Patriot Financial Group Insurance Agency's WTM Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 3 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in WTM in Q1 2019 and held it in 12 quarters. The position peaked at $6K in Q1 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3 White Mountains Insurance shares in Q1 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in White Mountains Insurance in Q1 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's White Mountains Insurance position peaked at $6K in Q1 2021.
244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.