Schubert & Co’s White Mountains Insurance WTM Stock Holding History

Schubert & Co’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 Q2	–	Sell	-2	Closed	-$2.75K	–	1541
2023 Q1	$2.75K	Buy	2 +1	+100%	+$1.43K	﹤0.01%	745
2022 Q4	$1.41K	Hold	1	–	–	﹤0.01%	1047
2022 Q3	$1K	Sell	1 -4	-80%	-$5.17K	﹤0.01%	1312
2022 Q2	$6K	Buy	5 +4	+400%	+$4.65K	0.01%	322
2022 Q1	$1K	Buy	+1	New	+$1.05K	﹤0.01%	985

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

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

WCM

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

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

Schubert & Co's WTM Position: Q2 2023 in Review

Schubert & Co sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 2 shares — an estimated $2.75K sold.

Schubert & Co first reported a position in WTM in Q1 2022 and held it in 5 quarters. The position peaked at $6K in Q2 2022. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

Schubert & Co reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 2 White Mountains Insurance shares in Q2 2023, an estimated $2.75K.
Schubert & Co first reported a position in White Mountains Insurance in Q1 2022 and held it in 5 quarters.
Schubert & Co's White Mountains Insurance position peaked at $6K in Q2 2022.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.