Sharp Financial Services’s White Mountains Insurance WTM Stock Holding History

Sharp Financial Services’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 Q1	–	Sell	-150	Closed	-$226K	–	92
2023 Q4	$226K	Buy	+150	New	+$223K	0.24%	79

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

Sharp Financial Services's WTM Position: Q1 2024 in Review

Sharp Financial Services sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 150 shares — an estimated $226K sold.

Sharp Financial Services first reported a position in WTM in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Sharp Financial Services reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
Sharp Financial Services sold 150 White Mountains Insurance shares in Q1 2024, an estimated $226K.
Sharp Financial Services first reported a position in White Mountains Insurance in Q4 2023 and held it in 1 quarter.
Sharp Financial Services's White Mountains Insurance position peaked at $226K in Q4 2023.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Sharp Financial Services's 13F filing for Q1 2024, filed 14 Aug 2024.