Point72 Hong Kong’s White Mountains Insurance WTM Stock Holding History

Point72 Hong Kong’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 Q3	–	Sell	-285	Closed	-$355K	–	2475
2022 Q2	$355K	Buy	285 +154	+118%	+$179K	0.01%	821
2022 Q1	$149K	Sell	131 -40	-23%	-$41.9K	0.01%	1046
2021 Q4	$173K	Sell	171 -44	-20%	-$46.5K	0.01%	1041
2021 Q3	$230K	Buy	+215	New	+$240K	0.01%	1144
2021 Q2	–	Sell	-343	Closed	-$382K	–	2411
2021 Q1	$382K	Buy	343 +169	+97%	+$189K	0.01%	912
2020 Q4	$174K	Sell	174 -69	-28%	-$64.9K	0.01%	962
2020 Q3	$189K	Buy	243 +185	+319%	+$160K	0.02%	463
2020 Q2	$52K	Hold	58	–	–	0.01%	731
2020 Q1	$53K	Hold	58	–	–	0.02%	333
2019 Q4	$65K	Hold	58	–	–	0.02%	627
2019 Q3	$63K	Hold	58	–	–	0.02%	534
2019 Q2	$59K	Buy	+58	New	+$55.8K	0.02%	609

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

SAM

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

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

WCM

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

Point72 Hong Kong's WTM Position: Q3 2022 in Review

Point72 Hong Kong sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 285 shares — an estimated $355K sold.

Point72 Hong Kong first reported a position in WTM in Q2 2019 and held it in 12 quarters. The position peaked at $382K in Q1 2021. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Point72 Hong Kong reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
Point72 Hong Kong sold 285 White Mountains Insurance shares in Q3 2022, an estimated $355K.
Point72 Hong Kong first reported a position in White Mountains Insurance in Q2 2019 and held it in 12 quarters.
Point72 Hong Kong's White Mountains Insurance position peaked at $382K in Q1 2021.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Point72 Hong Kong's 13F filing for Q3 2022, filed 14 Nov 2022.