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Pendal Group’s White Mountains Insurance WTM Stock Holding History

Pendal Group’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
Q4 		$25.2M Hold
17,788
– – 0.22% 87
2022
Q3 		$23.2M Sell
17,788
-3,625
-17% -$4.69M 0.23% 84
2022
Q2 		$26.7M Sell
21,413
-6,233
-23% -$7.24M 0.26% 76
2022
Q1 		$31.4M Sell
27,646
-775
-3% -$811K 0.26% 77
2021
Q4 		$28.8M Sell
28,421
-1,000
-3% -$1.06M 0.23% 77
2021
Q3 		$31.5M Buy
+29,421
New +$32.9M 0.26% 72

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Pendal Group's WTM Position: Q4 2022 in Review

Pendal Group held its White Mountains Insurance (WTM) position steady in Q4 2022 at 17,788 shares worth $25.2M. The position accounts for 0.22% of the portfolio, ranked #87.

Pendal Group first reported a position in WTM in Q3 2021 and has held it in 6 quarters since. The position peaked at $31.5M in Q3 2021. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

  • Pendal Group held 17,788 shares of White Mountains Insurance worth $25.2M as of Q4 2022.
  • Pendal Group left its White Mountains Insurance share count unchanged in Q4 2022.
  • White Mountains Insurance made up 0.22% of Pendal Group's portfolio in Q4 2022, its #87 holding.
  • Pendal Group first reported a position in White Mountains Insurance in Q3 2021 and has held it in 6 quarters since.
  • Pendal Group's White Mountains Insurance position peaked at $31.5M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.