Plante Moran Financial Advisors’s White Mountains Insurance WTM Stock Holding History

Plante Moran Financial 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
2021 Q2	–	Sell	-5	Closed	-$6K	–	1111
2021 Q1	$6K	Buy	+5	New	+$5.59K	﹤0.01%	759
2017 Q3	–	Sell	-31	Closed	-$27K	–	872
2017 Q2	$27K	Hold	31	–	–	0.02%	433
2017 Q1	$27K	Hold	31	–	–	0.02%	431
2016 Q4	$26K	Hold	31	–	–	0.02%	449
2016 Q3	$26K	Hold	31	–	–	0.02%	436
2016 Q2	$26K	Hold	31	–	–	0.02%	393
2016 Q1	$25K	Hold	31	–	–	0.02%	356
2015 Q4	$23K	Hold	31	–	–	0.02%	423
2015 Q3	$23K	Hold	31	–	–	0.02%	362
2015 Q2	$20K	Hold	31	–	–	0.01%	420
2015 Q1	$21K	Hold	31	–	–	0.01%	402
2014 Q4	$20K	Hold	31	–	–	0.01%	407
2014 Q3	$20K	Hold	31	–	–	0.02%	406
2014 Q2	$19K	Hold	31	–	–	0.02%	394
2014 Q1	$19K	Hold	31	–	–	0.02%	263
2013 Q4	$19K	Hold	31	–	–	0.01%	361
2013 Q3	$18K	Hold	31	–	–	0.01%	299
2013 Q2	$18K	Buy	+31	New	+$18.1K	0.01%	255

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 Austin, Texas $552B AUM 44.19% 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

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

LCOV

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

WCM

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

Plante Moran Financial Advisors's WTM Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 5 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in WTM in Q2 2013 and held it in 18 quarters. The position peaked at $27K in Q2 2017. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

Plante Moran Financial Advisors reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 5 White Mountains Insurance shares in Q2 2021, an estimated $6K.
Plante Moran Financial Advisors first reported a position in White Mountains Insurance in Q2 2013 and held it in 18 quarters.
Plante Moran Financial Advisors's White Mountains Insurance position peaked at $27K in Q2 2017.
233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.