SWS
WTM icon

SYSTM Wealth Solutions’s White Mountains Insurance WTM Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-896
Closed -$1.61M – 977
2024
Q1 		$1.61M Sell
896
-20
-2% -$33.5K 0.2% 146
2023
Q4 		$1.38M Buy
916
+27
+3% +$40.1K 0.19% 150
2023
Q3 		$1.33M Sell
889
-107
-11% -$164K 0.2% 140
2023
Q2 		$1.38M Sell
996
-79
-7% -$111K 0.19% 148
2023
Q1 		$1.48M Sell
1,075
-96
-8% -$138K 0.23% 118
2022
Q4 		$1.66M Buy
+1,171
New +$1.59M 0.21% 141

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
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

SYSTM Wealth Solutions's WTM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of White Mountains Insurance (WTM) in Q2 2024, closing a stake of 896 shares — an estimated $1.61M sold.

SYSTM Wealth Solutions first reported a position in WTM in Q4 2022 and held it in 6 quarters. The position peaked at $1.66M in Q4 2022. 306 funds tracked by Wall St. Rank hold WTM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining White Mountains Insurance position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 896 White Mountains Insurance shares in Q2 2024, an estimated $1.61M.
  • SYSTM Wealth Solutions first reported a position in White Mountains Insurance in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's White Mountains Insurance position peaked at $1.66M in Q4 2022.
  • 306 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.