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Summit Global Investments’s White Mountains Insurance WTM Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-200
Closed -$230K – 577
2021
Q2 		$230K Buy
+200
New +$233K 0.01% 511
2019
Q3 		– Sell
-800
Closed -$817K – 300
2019
Q2 		$817K Hold
800
– – 0.1% 123
2019
Q1 		$740K Hold
800
– – 0.09% 143
2018
Q4 		$686K Buy
+800
New +$713K 0.11% 151

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 $535B AUM 26.23% 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 $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Summit Global Investments's WTM Position: Q3 2021 in Review

Summit Global Investments sold out of White Mountains Insurance (WTM) in Q3 2021, closing a stake of 200 shares — an estimated $230K sold.

Summit Global Investments first reported a position in WTM in Q4 2018 and held it in 4 quarters. The position peaked at $817K in Q2 2019. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

  • Summit Global Investments reported no remaining White Mountains Insurance position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 200 White Mountains Insurance shares in Q3 2021, an estimated $230K.
  • Summit Global Investments first reported a position in White Mountains Insurance in Q4 2018 and held it in 4 quarters.
  • Summit Global Investments's White Mountains Insurance position peaked at $817K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.