Steward Financial Group’s White Mountains Insurance WTM Stock Holding History

Steward Financial Group’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
2023 Q3	$5K	Buy	+4	New	+$6.14K	﹤0.01%	663
2023 Q2	–	Sell	-4	Closed	-$5K	–	1015
2023 Q1	$5K	Buy	4 +2	+100%	+$2.87K	﹤0.01%	328
2022 Q4	$2K	Buy	+2	New	+$2.71K	﹤0.01%	352
2022 Q3	–	Sell	-2	Closed	-$2K	–	1346
2022 Q2	$2K	Buy	+2	New	+$2.32K	﹤0.01%	625

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Steward Financial Group's WTM Position: Q3 2023 in Review

Steward Financial Group opened a new position in White Mountains Insurance (WTM) in Q3 2023: 4 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WTM as recently as Q1 2023.

Steward Financial Group first reported a position in WTM in Q2 2022 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

Steward Financial Group held 4 shares of White Mountains Insurance worth $5K as of Q3 2023.
White Mountains Insurance was a new Steward Financial Group position in Q3 2023.
White Mountains Insurance made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #663 holding.
Steward Financial Group first reported a position in White Mountains Insurance in Q2 2022 and has held it in 4 quarters since.
271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.