Private Capital Group’s White Mountains Insurance WTM Stock Holding History

Private Capital Group’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 Q2	$29K	Hold	23	–	–	0.02%	684
2022 Q1	$26K	Sell	23 -2	-8%	-$2.09K	0.01%	926
2021 Q4	$25K	Hold	25	–	–	0.01%	976
2021 Q3	$27K	Hold	25	–	–	0.01%	937
2021 Q2	$29K	Hold	25	–	–	0.01%	915
2021 Q1	$28K	Sell	25 -10	-29%	-$11.2K	0.01%	890
2020 Q4	$35K	Sell	35 -4	-10%	-$3.76K	0.01%	961
2020 Q3	$30K	Buy	39 +16	+70%	+$13.8K	0.01%	946
2020 Q2	$20K	Sell	23 -16	-41%	-$14.4K	﹤0.01%	1108
2020 Q1	$35K	Buy	39 +2	+5%	+$2.07K	0.01%	784
2019 Q4	$41K	Hold	37	–	–	0.01%	829
2019 Q3	$40K	Buy	37 +2	+6%	+$2.13K	0.01%	874
2019 Q2	$32K	Sell	35 -2	-5%	-$1.92K	0.01%	864
2019 Q1	$34K	Hold	37	–	–	0.01%	956
2018 Q4	$32K	Buy	37 +2	+6%	+$1.78K	0.01%	877
2018 Q3	$32K	Hold	35	–	–	0.01%	927
2018 Q2	$31K	Hold	35	–	–	0.01%	914
2018 Q1	$29K	Hold	35	–	–	0.01%	921
2017 Q4	$30K	Buy	+35	New	+$30.6K	0.01%	899

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

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

ACM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Private Capital Group's WTM Position: Q2 2022 in Review

Private Capital Group held its White Mountains Insurance (WTM) position steady in Q2 2022 at 23 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #684.

Private Capital Group first reported a position in WTM in Q4 2017 and has held it in 19 quarters since. The position peaked at $41K in Q4 2019. 259 funds tracked by Wall St. Rank hold WTM as of Q2 2022.

Private Capital Group held 23 shares of White Mountains Insurance worth $29K as of Q2 2022.
Private Capital Group left its White Mountains Insurance share count unchanged in Q2 2022.
White Mountains Insurance made up 0.02% of Private Capital Group's portfolio in Q2 2022, its #684 holding.
Private Capital Group first reported a position in White Mountains Insurance in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's White Mountains Insurance position peaked at $41K in Q4 2019.
259 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.