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Strategic Asset Management’s White Mountains Insurance WTM Stock Holding History

Strategic Asset Management’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
Q3 		$37K Hold
28
– – 0.06% 176
2022
Q2 		$35K Hold
28
– – 0.06% 199
2022
Q1 		$32K Hold
28
– – 0.05% 216
2021
Q4 		$28K Hold
28
– – 0.04% 233
2021
Q3 		$31K Buy
+28
New +$31.3K 0.04% 204

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $113B AUM 38.87% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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

Strategic Asset Management's WTM Position: Q3 2022 in Review

Strategic Asset Management held its White Mountains Insurance (WTM) position steady in Q3 2022 at 28 shares worth $37K. The position accounts for 0.06% of the portfolio, ranked #176.

Strategic Asset Management first reported a position in WTM in Q3 2021 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

  • Strategic Asset Management held 28 shares of White Mountains Insurance worth $37K as of Q3 2022.
  • Strategic Asset Management left its White Mountains Insurance share count unchanged in Q3 2022.
  • White Mountains Insurance made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #176 holding.
  • Strategic Asset Management first reported a position in White Mountains Insurance in Q3 2021 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.