Planning Capital Management Corporation’s White Mountains Insurance WTM Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$17.4K	Buy	+10	New	+$17.4K	0.01%	325

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 $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

Planning Capital Management Corporation's WTM Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in White Mountains Insurance (WTM) in Q3 2024: 10 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

Planning Capital Management Corporation held 10 shares of White Mountains Insurance worth $17.4K as of Q3 2024.
White Mountains Insurance was a new Planning Capital Management Corporation position in Q3 2024.
White Mountains Insurance made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #325 holding.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.