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PRW Wealth Management’s White Mountains Insurance WTM Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-1
Closed -$1K – 680
2019
Q1 		$1K Hold
1
– – ﹤0.01% 645
2018
Q4 		$1K Buy
+1
New +$891 ﹤0.01% 634

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

PRW Wealth Management's WTM Position: Q2 2019 in Review

PRW Wealth Management sold out of White Mountains Insurance (WTM) in Q2 2019, closing a stake of 1 share — an estimated $1K sold.

PRW Wealth Management first reported a position in WTM in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 249 funds tracked by Wall St. Rank hold WTM as of Q2 2019.

  • PRW Wealth Management reported no remaining White Mountains Insurance position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1 White Mountains Insurance share in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in White Mountains Insurance in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's White Mountains Insurance position peaked at $1K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.