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Prelude Capital Management’s White Mountains Insurance WTM Stock Holding History

Prelude Capital Management’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
Q1 		– Sell
-225
Closed -$228K – 2285
2021
Q4 		$228K Buy
+225
New +$238K 0.01% 1492
2014
Q2 		– Sell
-10
Closed -$6K – 2201
2014
Q1 		$6K Buy
+10
New +$5.83K ﹤0.01% 1794

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Prelude Capital Management's WTM Position: Q1 2022 in Review

Prelude Capital Management sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 225 shares — an estimated $228K sold.

Prelude Capital Management first reported a position in WTM in Q1 2014 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

  • Prelude Capital Management reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
  • Prelude Capital Management sold 225 White Mountains Insurance shares in Q1 2022, an estimated $228K.
  • Prelude Capital Management first reported a position in White Mountains Insurance in Q1 2014 and held it in 2 quarters.
  • Prelude Capital Management's White Mountains Insurance position peaked at $228K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

Based on Prelude Capital Management's 13F filing for Q1 2022, filed 16 May 2022.