Pictet Asset Management (Switzerland)’s White Mountains Insurance WTM Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$417K	Sell	300 -50	-14%	-$70.4K	﹤0.01%	1331
2023 Q1	$482K	Hold	350	–	–	﹤0.01%	1264
2022 Q4	$495K	Buy	350 +120	+52%	+$163K	﹤0.01%	1252
2022 Q3	$300K	Buy	230 +60	+35%	+$77.6K	﹤0.01%	1239
2022 Q2	$212K	Sell	170 -20	-11%	-$23.2K	﹤0.01%	1418
2022 Q1	$216K	Buy	+190	New	+$199K	﹤0.01%	1528
2021 Q4	–	Sell	-240	Closed	-$257K	–	1812
2021 Q3	$257K	Buy	+240	New	+$268K	﹤0.01%	1487

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

RRAM

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

WCM

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

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

LCOV

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

Pictet Asset Management (Switzerland)'s WTM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its White Mountains Insurance (WTM) stake by 14% in Q2 2023, selling an estimated $70.4K and leaving 300 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Pictet Asset Management (Switzerland) first reported a position in WTM in Q3 2021 and has held it in 7 quarters since. The position peaked at $495K in Q4 2022. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

Pictet Asset Management (Switzerland) held 300 shares of White Mountains Insurance worth $417K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 50 White Mountains Insurance shares in Q2 2023, an estimated $70.4K.
White Mountains Insurance made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1331 holding.
Pictet Asset Management (Switzerland) first reported a position in White Mountains Insurance in Q3 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s White Mountains Insurance position peaked at $495K in Q4 2022.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.