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Stonebridge Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Stonebridge Capital 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
2022
Q4 		– Sell
-2
Closed -$3K – 1126
2022
Q3 		$3K Buy
+2
New +$2.59K ﹤0.01% 771

Other funds holding WTM

Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Stonebridge Capital Advisors's WTM Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of White Mountains Insurance (WTM) in Q4 2022, closing a stake of 2 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in WTM in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining White Mountains Insurance position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2 White Mountains Insurance shares in Q4 2022, an estimated $3K.
  • Stonebridge Capital Advisors first reported a position in White Mountains Insurance in Q3 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's White Mountains Insurance position peaked at $3K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.