Security National Bank of Sioux City Iowa’s White Mountains Insurance WTM Stock Holding History

Security National Bank of Sioux City Iowa’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	-200	Closed	-$223K	–	127
2021 Q1	$223K	Hold	200	–	–	0.18%	93
2020 Q4	$200K	Buy	+200	New	+$188K	0.17%	89
2020 Q1	–	Sell	-200	Closed	-$223K	–	90
2019 Q4	$223K	Hold	200	–	–	0.22%	82
2019 Q3	$216K	Hold	200	–	–	0.25%	83
2019 Q2	$204K	Buy	+200	New	+$192K	0.24%	81

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 $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Security National Bank of Sioux City Iowa's WTM Position: Q2 2021 in Review

Security National Bank of Sioux City Iowa sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 200 shares — an estimated $223K sold.

Security National Bank of Sioux City Iowa first reported a position in WTM in Q2 2019 and held it in 5 quarters. The position peaked at $223K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

Security National Bank of Sioux City Iowa reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 200 White Mountains Insurance shares in Q2 2021, an estimated $223K.
Security National Bank of Sioux City Iowa first reported a position in White Mountains Insurance in Q2 2019 and held it in 5 quarters.
Security National Bank of Sioux City Iowa's White Mountains Insurance position peaked at $223K in Q1 2021.
233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2021, filed 16 Aug 2021.