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Raymond James Financial Services Advisors’s White Mountains Insurance WTM Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$996K Buy
587
+2
+0.3% +$3.49K ﹤0.01% 2170
2024
Q2 		$1.06M Buy
585
+29
+5% +$51.3K ﹤0.01% 2044
2024
Q1 		$998K Buy
556
+102
+22% +$171K ﹤0.01% 2062
2023
Q4 		$683K Sell
454
-5
-1% -$7.43K ﹤0.01% 2218
2023
Q3 		$687K Buy
459
+50
+12% +$76.8K ﹤0.01% 2133
2023
Q2 		$568K Buy
409
+48
+13% +$67.6K ﹤0.01% 2270
2023
Q1 		$497K Sell
361
-57
-14% -$81.7K ﹤0.01% 2347
2022
Q4 		$591K Buy
418
+47
+13% +$63.7K ﹤0.01% 2174
2022
Q3 		$483K Buy
371
+13
+4% +$16.8K ﹤0.01% 2271
2022
Q2 		$446K Buy
358
+65
+22% +$75.5K ﹤0.01% 2350
2022
Q1 		$333K Buy
293
+58
+25% +$60.7K ﹤0.01% 2645
2021
Q4 		$238K Buy
235
+23
+11% +$24.3K ﹤0.01% 2866
2021
Q3 		$227K Buy
+212
New +$237K ﹤0.01% 2887
2017
Q3 		– Sell
-258
Closed -$224K – 2631
2017
Q2 		$224K Buy
+258
New +$224K ﹤0.01% 2152

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial Services Advisors's WTM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its White Mountains Insurance (WTM) stake by 0.34% in Q3 2024, buying an estimated $3.49K and bringing the position to 587 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Raymond James Financial Services Advisors first reported a position in WTM in Q2 2017 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2024. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

  • Raymond James Financial Services Advisors held 587 shares of White Mountains Insurance worth $996K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 2 White Mountains Insurance shares in Q3 2024, an estimated $3.49K.
  • White Mountains Insurance made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2170 holding.
  • Raymond James Financial Services Advisors first reported a position in White Mountains Insurance in Q2 2017 and has held it in 14 quarters since.
  • Raymond James Financial Services Advisors's White Mountains Insurance position peaked at $1.06M in Q2 2024.
  • 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.