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

Sowell 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
2021
Q2 		– Sell
-95
Closed -$115K – 2758
2021
Q1 		$115K Sell
95
-45
-32% -$50.3K ﹤0.01% 1310
2020
Q4 		$140K Buy
140
+26
+23% +$24.5K 0.01% 1014
2020
Q3 		$89K Sell
114
-174
-60% -$150K ﹤0.01% 1011
2020
Q2 		$256K Hold
288
– – 0.01% 640
2020
Q1 		$262K Hold
288
– – 0.02% 586
2019
Q4 		$321K Buy
288
+284
+7,100% +$310K 0.02% 576
2019
Q3 		$4K Buy
+4
New +$4.27K ﹤0.01% 1884

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return

Sowell Financial Services's WTM Position: Q2 2021 in Review

Sowell Financial Services sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 95 shares — an estimated $115K sold.

Sowell Financial Services first reported a position in WTM in Q3 2019 and held it in 7 quarters. The position peaked at $321K in Q4 2019. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • Sowell Financial Services reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 95 White Mountains Insurance shares in Q2 2021, an estimated $115K.
  • Sowell Financial Services first reported a position in White Mountains Insurance in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's White Mountains Insurance position peaked at $321K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.