Raymond James Trust’s White Mountains Insurance WTM Stock Holding History

Raymond James Trust’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	$204K	Sell	120 -11	-8%	-$19.2K	﹤0.01%	1238
2024 Q2	$238K	Sell	131 -8	-6%	-$14.2K	0.01%	1095
2024 Q1	$249K	Sell	139 -4	-3%	-$6.71K	0.01%	1076
2023 Q4	$215K	Buy	+143	New	+$213K	0.01%	1109
2021 Q3	–	Sell	-183	Closed	-$210K	–	1172
2021 Q2	$210K	Sell	183 -133	-42%	-$155K	0.01%	1041
2021 Q1	$352K	Sell	316 -21	-6%	-$23.5K	0.01%	750
2020 Q4	$337K	Buy	337 +24	+8%	+$22.6K	0.01%	715
2020 Q3	$244K	Buy	+313	New	+$271K	0.01%	792
2020 Q1	–	Sell	-195	Closed	-$218K	–	976
2019 Q4	$218K	Sell	195 -4	-2%	-$4.36K	0.01%	851
2019 Q3	$215K	Buy	+199	New	+$212K	0.01%	826

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Trust's WTM Position: Q3 2024 in Review

Raymond James Trust reduced its White Mountains Insurance (WTM) stake by 8.4% in Q3 2024, selling an estimated $19.2K and leaving 120 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Raymond James Trust first reported a position in WTM in Q3 2019 and has held it in 10 quarters since. The position peaked at $352K in Q1 2021. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.

Raymond James Trust held 120 shares of White Mountains Insurance worth $204K as of Q3 2024.
Raymond James Trust sold 11 White Mountains Insurance shares in Q3 2024, an estimated $19.2K.
White Mountains Insurance made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1238 holding.
Raymond James Trust first reported a position in White Mountains Insurance in Q3 2019 and has held it in 10 quarters since.
Raymond James Trust's White Mountains Insurance position peaked at $352K in Q1 2021.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.