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TrueWealth LLC’s White Mountains Insurance WTM Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-7
Closed -$8K – 801
2019
Q4 		$8K Hold
7
– – ﹤0.01% 503
2019
Q3 		$8K Hold
7
– – ﹤0.01% 495
2019
Q2 		$7K Sell
7
-4
-36% -$3.85K ﹤0.01% 526
2019
Q1 		$10K Hold
11
– – ﹤0.01% 458
2018
Q4 		$9K Hold
11
– – ﹤0.01% 456
2018
Q3 		$10K Hold
11
– – ﹤0.01% 493
2018
Q2 		$10K Hold
11
– – ﹤0.01% 493
2018
Q1 		$9K Hold
11
– – ﹤0.01% 478
2017
Q4 		$9K Buy
+11
New +$9.62K ﹤0.01% 537

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

TrueWealth LLC's WTM Position: Q1 2020 in Review

TrueWealth LLC sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 7 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in WTM in Q4 2017 and held it in 9 quarters. The position peaked at $10K in Q1 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • TrueWealth LLC reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 7 White Mountains Insurance shares in Q1 2020, an estimated $8K.
  • TrueWealth LLC first reported a position in White Mountains Insurance in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's White Mountains Insurance position peaked at $10K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.