San Francisco Sentry Investment Group’s White Mountains Insurance WTM Stock Holding History

San Francisco Sentry Investment 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
2021 Q2	–	Sell	-20	Closed	-$22K	–	746
2021 Q1	$22K	Hold	20	–	–	0.01%	487
2020 Q4	$20K	Hold	20	–	–	0.01%	465
2020 Q3	$16K	Hold	20	–	–	0.01%	456
2020 Q2	$18K	Hold	20	–	–	0.01%	432
2020 Q1	$18K	Hold	20	–	–	0.01%	402
2019 Q4	$22K	Hold	20	–	–	0.01%	475
2019 Q3	$22K	Hold	20	–	–	0.01%	475
2019 Q2	$20K	Hold	20	–	–	0.01%	482
2019 Q1	$19K	Hold	20	–	–	0.01%	501
2018 Q4	$17K	Sell	20 -2	-9%	-$1.78K	0.01%	507
2018 Q3	$21K	Buy	22 +2	+10%	+$1.85K	0.01%	502
2018 Q2	$18K	Hold	20	–	–	0.01%	513
2018 Q1	$16K	Buy	+20	New	+$16.5K	﹤0.01%	626

Other funds holding WTM

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

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

ACM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LCOV

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

San Francisco Sentry Investment Group's WTM Position: Q2 2021 in Review

San Francisco Sentry Investment Group sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 20 shares — an estimated $22K sold.

San Francisco Sentry Investment Group first reported a position in WTM in Q1 2018 and held it in 13 quarters. The position peaked at $22K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

San Francisco Sentry Investment Group reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
San Francisco Sentry Investment Group sold 20 White Mountains Insurance shares in Q2 2021, an estimated $22K.
San Francisco Sentry Investment Group first reported a position in White Mountains Insurance in Q1 2018 and held it in 13 quarters.
San Francisco Sentry Investment Group's White Mountains Insurance position peaked at $22K in Q1 2021.
233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.