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Quantedge Capital’s White Mountains Insurance WTM Stock Holding History

Quantedge Capital’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
2023
Q4 		– Sell
-400
Closed -$598K – 138
2023
Q3 		$598K Buy
+400
New +$614K 0.33% 72

Other funds holding WTM

Morgan Stanley
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Quantedge Capital's WTM Position: Q4 2023 in Review

Quantedge Capital sold out of White Mountains Insurance (WTM) in Q4 2023, closing a stake of 400 shares — an estimated $598K sold.

Quantedge Capital first reported a position in WTM in Q3 2023 and held it in 1 quarter. The position peaked at $598K in Q3 2023. 295 funds tracked by Wall St. Rank hold WTM as of Q4 2023.

  • Quantedge Capital reported no remaining White Mountains Insurance position as of Q4 2023 after selling out during the quarter.
  • Quantedge Capital sold 400 White Mountains Insurance shares in Q4 2023, an estimated $598K.
  • Quantedge Capital first reported a position in White Mountains Insurance in Q3 2023 and held it in 1 quarter.
  • Quantedge Capital's White Mountains Insurance position peaked at $598K in Q3 2023.
  • 295 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2023.

Based on Quantedge Capital's 13F filing for Q4 2023, filed 13 Feb 2024.