Personal Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Personal Capital Advisors’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	$214K	Buy	+151	New	+$205K	﹤0.01%	453
2022 Q1	–	Sell	-249	Closed	-$252K	–	560
2021 Q4	$252K	Buy	249 +5	+2%	+$5.28K	﹤0.01%	471
2021 Q3	$261K	Hold	244	–	–	﹤0.01%	432
2021 Q2	$280K	Hold	244	–	–	﹤0.01%	407
2021 Q1	$272K	Sell	244 -250	-51%	-$280K	﹤0.01%	410
2020 Q4	$494K	Hold	494	–	–	﹤0.01%	301
2020 Q3	$385K	Sell	494 -150	-23%	-$130K	﹤0.01%	304
2020 Q2	$572K	Hold	644	–	–	﹤0.01%	245
2020 Q1	$586K	Hold	644	–	–	0.01%	246
2019 Q4	$718K	Hold	644	–	–	0.01%	245
2019 Q3	$695K	Buy	+644	New	+$687K	0.01%	235
2019 Q2	–	Sell	-744	Closed	-$689K	–	346
2019 Q1	$689K	Buy	+744	New	+$674K	0.01%	225

Other funds holding WTM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Personal Capital Advisors's WTM Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in White Mountains Insurance (WTM) in Q4 2022: 151 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in WTM as recently as Q4 2021.

Personal Capital Advisors first reported a position in WTM in Q1 2019 and has held it in 12 quarters since. The position peaked at $718K in Q4 2019. 264 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

Personal Capital Advisors held 151 shares of White Mountains Insurance worth $214K as of Q4 2022.
White Mountains Insurance was a new Personal Capital Advisors position in Q4 2022.
White Mountains Insurance made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #453 holding.
Personal Capital Advisors first reported a position in White Mountains Insurance in Q1 2019 and has held it in 12 quarters since.
Personal Capital Advisors's White Mountains Insurance position peaked at $718K in Q4 2019.
264 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.