Soltis Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Soltis Investment Advisors’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	-256	Closed	-$385K	–	317
2023 Q4	$385K	Hold	256	–	–	0.04%	213
2023 Q3	$383K	Hold	256	–	–	0.05%	196
2023 Q2	$356K	Hold	256	–	–	0.04%	199
2023 Q1	$353K	Hold	256	–	–	0.04%	196
2022 Q4	$362K	Hold	256	–	–	0.05%	188
2022 Q3	$334K	Hold	256	–	–	0.05%	180
2022 Q2	$319K	Hold	256	–	–	0.05%	187
2022 Q1	$291K	Hold	256	–	–	0.04%	206
2021 Q4	$260K	Hold	256	–	–	0.04%	226
2021 Q3	$274K	Hold	256	–	–	0.04%	206
2021 Q2	$294K	Hold	256	–	–	0.05%	200
2021 Q1	$285K	Hold	256	–	–	0.05%	182
2020 Q4	$256K	Buy	+256	New	+$241K	0.05%	192

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

Soltis Investment Advisors's WTM Position: Q1 2024 in Review

Soltis Investment Advisors sold out of White Mountains Insurance (WTM) in Q1 2024, closing a stake of 256 shares — an estimated $385K sold.

Soltis Investment Advisors first reported a position in WTM in Q4 2020 and held it in 13 quarters. The position peaked at $385K in Q4 2023. 304 funds tracked by Wall St. Rank hold WTM as of Q1 2024.

Soltis Investment Advisors reported no remaining White Mountains Insurance position as of Q1 2024 after selling out during the quarter.
Soltis Investment Advisors sold 256 White Mountains Insurance shares in Q1 2024, an estimated $385K.
Soltis Investment Advisors first reported a position in White Mountains Insurance in Q4 2020 and held it in 13 quarters.
Soltis Investment Advisors's White Mountains Insurance position peaked at $385K in Q4 2023.
304 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2024.

Based on Soltis Investment Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.