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PGIM Custom Harvest’s White Mountains Insurance WTM Stock Holding History

PGIM Custom Harvest’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
2021
Q3 		$36K Hold
500
– – 0.01% 219
2021
Q2 		$0 Hold
500
– – ﹤0.01% 224
2021
Q1 		$564K Buy
+500
New +$559K 0.14% 102

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

PGIM Custom Harvest's WTM Position: Q3 2021 in Review

PGIM Custom Harvest held its White Mountains Insurance (WTM) position steady in Q3 2021 at 500 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #219.

PGIM Custom Harvest first reported a position in WTM in Q1 2021 and has held it in 3 quarters since. The position peaked at $564K in Q1 2021. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

  • PGIM Custom Harvest held 500 shares of White Mountains Insurance worth $36K as of Q3 2021.
  • PGIM Custom Harvest left its White Mountains Insurance share count unchanged in Q3 2021.
  • White Mountains Insurance made up 0.01% of PGIM Custom Harvest's portfolio in Q3 2021, its #219 holding.
  • PGIM Custom Harvest first reported a position in White Mountains Insurance in Q1 2021 and has held it in 3 quarters since.
  • PGIM Custom Harvest's White Mountains Insurance position peaked at $564K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on PGIM Custom Harvest's 13F filing for Q3 2021, filed 12 Nov 2021.