Scout Investments’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.4M | Sell |
12,839
-2,133
| -14% | -$3.72M | 0.61% | 63 |
|
|
2024
Q2 | $27.2M | Sell |
14,972
-1,563
| -9% | -$2.76M | 0.73% | 40 |
|
|
2024
Q1 | $29.3M | Sell |
16,535
-1,516
| -8% | -$2.54M | 0.72% | 49 |
|
|
2023
Q4 | $27.2M | Sell |
18,051
-4,087
| -18% | -$6.07M | 0.68% | 49 |
|
|
2023
Q3 | $33.4M | Sell |
22,138
-1,620
| -7% | -$2.49M | 0.77% | 38 |
|
|
2023
Q2 | $38.2M | Sell |
23,758
-6,853
| -22% | -$9.65M | 0.78% | 30 |
|
|
2023
Q1 | $42.2M | Sell |
30,611
-4,458
| -13% | -$6.39M | 0.86% | 37 |
|
|
2022
Q4 | $49.6M | Sell |
35,069
-818
| -2% | -$1.11M | 1.01% | 28 |
|
|
2022
Q3 | $46.8M | Sell |
35,887
-4,374
| -11% | -$5.66M | 0.97% | 28 |
|
|
2022
Q2 | $50.2M | Sell |
40,261
-802
| -2% | -$932K | 0.99% | 24 |
|
|
2022
Q1 | $46.7M | Sell |
41,063
-11,508
| -22% | -$12M | 0.75% | 43 |
|
|
2021
Q4 | $53.3M | Sell |
52,571
-2,035
| -4% | -$2.15M | 0.77% | 35 |
|
|
2021
Q3 | $58.4M | Sell |
54,606
-1,784
| -3% | -$1.99M | 0.87% | 20 |
|
|
2021
Q2 | $64.7M | Buy |
56,390
+36,628
| +185% | +$42.8M | 0.96% | 16 |
|
|
2021
Q1 | $22M | Buy |
19,762
+6,280
| +47% | +$7.02M | 0.33% | 116 |
|
|
2020
Q4 | $13.5M | Buy |
13,482
+4,137
| +44% | +$3.89M | 0.25% | 156 |
|
|
2020
Q3 | $7.28M | Sell |
9,345
-3,633
| -28% | -$3.14M | 0.16% | 209 |
|
|
2020
Q2 | $11.5M | Sell |
12,978
-2,695
| -17% | -$2.43M | 0.28% | 135 |
|
|
2020
Q1 | $14.3M | Sell |
15,673
-6,015
| -28% | -$6.23M | 0.42% | 89 |
|
|
2019
Q4 | $24.2M | Sell |
21,688
-628
| -3% | -$685K | 0.47% | 76 |
|
|
2019
Q3 | $24.1M | Sell |
22,316
-1,839
| -8% | -$1.96M | 0.48% | 72 |
|
|
2019
Q2 | $24.7M | Sell |
24,155
-536
| -2% | -$516K | 0.48% | 67 |
|
|
2019
Q1 | $22.9M | Buy |
24,691
+957
| +4% | +$867K | 0.47% | 70 |
|
|
2018
Q4 | $20.4M | Sell |
23,734
-226
| -0.9% | -$201K | 0.51% | 60 |
|
|
2018
Q3 | $22.4M | Sell |
23,960
-4,691
| -16% | -$4.35M | 0.46% | 83 |
|
|
2018
Q2 | $26M | Buy |
28,651
+8,142
| +40% | +$7.17M | 0.59% | 47 |
|
|
2018
Q1 | $16.9M | Buy |
20,509
+5,859
| +40% | +$4.84M | 0.4% | 97 |
|
|
2017
Q4 | $12.5M | Sell |
14,650
-1,667
| -10% | -$1.46M | 0.31% | 143 |
|
|
2017
Q3 | $14M | Sell |
16,317
-98
| -0.6% | -$84.3K | 0.38% | 116 |
|
|
2017
Q2 | $14.3M | Sell |
16,415
-8,524
| -34% | -$7.4M | 0.41% | 106 |
|
|
2017
Q1 | $21.9M | Sell |
24,939
-6,774
| -21% | -$6.07M | 0.6% | 52 |
|
|
2016
Q4 | $26.5M | Sell |
31,713
-866
| -3% | -$726K | 0.74% | 30 |
|
|
2016
Q3 | $27M | Sell |
32,579
-5,452
| -14% | -$4.49M | 0.76% | 29 |
|
|
2016
Q2 | $32M | Sell |
38,031
-8,963
| -19% | -$7.31M | 0.89% | 17 |
|
|
2016
Q1 | $37.7M | Buy |
46,994
+5,682
| +14% | +$4.25M | 1.03% | 15 |
|
|
2015
Q4 | $30M | Buy |
41,312
+3,316
| +9% | +$2.54M | 0.75% | 48 |
|
|
2015
Q3 | $28.4M | Buy |
+37,996
| New | +$27.3M | 0.66% | 55 |
|
Other funds holding WTM
RRAM
WCM
LCOV
Scout Investments's WTM Position: Q3 2024 in Review
Scout Investments reduced its White Mountains Insurance (WTM) stake by 14% in Q3 2024, selling an estimated $3.72M and leaving 12,839 shares worth $23.4M. The position accounts for 0.61% of the portfolio, ranked #63.
Scout Investments first reported a position in WTM in Q3 2015 and has held it in 37 quarters since. The position peaked at $64.7M in Q2 2021. 304 funds tracked by Wall St. Rank hold WTM as of Q3 2024.
- Scout Investments held 12,839 shares of White Mountains Insurance worth $23.4M as of Q3 2024.
- Scout Investments sold 2,133 White Mountains Insurance shares in Q3 2024, an estimated $3.72M.
- White Mountains Insurance made up 0.61% of Scout Investments's portfolio in Q3 2024, its #63 holding.
- Scout Investments first reported a position in White Mountains Insurance in Q3 2015 and has held it in 37 quarters since.
- Scout Investments's White Mountains Insurance position peaked at $64.7M in Q2 2021.
- 304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2024.
Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.