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 $1.66T 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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return