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Triasima Portfolio Management’s White Mountains Insurance WTM Stock Holding History

Triasima Portfolio 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
2023
Q2 		– Sell
-160
Closed -$220K – 159
2023
Q1 		$220K Buy
+160
New +$229K 0.02% 128

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
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
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

Triasima Portfolio Management's WTM Position: Q2 2023 in Review

Triasima Portfolio Management sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 160 shares — an estimated $220K sold.

Triasima Portfolio Management first reported a position in WTM in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

  • Triasima Portfolio Management reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
  • Triasima Portfolio Management sold 160 White Mountains Insurance shares in Q2 2023, an estimated $220K.
  • Triasima Portfolio Management first reported a position in White Mountains Insurance in Q1 2023 and held it in 1 quarter.
  • Triasima Portfolio Management's White Mountains Insurance position peaked at $220K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

Based on Triasima Portfolio Management's 13F filing for Q2 2023, filed 8 Aug 2023.