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TwinBeech Capital’s White Mountains Insurance WTM Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-284
Closed -$317K – 677
2021
Q1 		$317K Buy
+284
New +$318K 0.05% 364

Other funds holding WTM

Vanguard Group
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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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

TwinBeech Capital's WTM Position: Q2 2021 in Review

TwinBeech Capital sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 284 shares — an estimated $317K sold.

TwinBeech Capital first reported a position in WTM in Q1 2021 and held it in 1 quarter. The position peaked at $317K in Q1 2021. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • TwinBeech Capital reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • TwinBeech Capital sold 284 White Mountains Insurance shares in Q2 2021, an estimated $317K.
  • TwinBeech Capital first reported a position in White Mountains Insurance in Q1 2021 and held it in 1 quarter.
  • TwinBeech Capital's White Mountains Insurance position peaked at $317K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on TwinBeech Capital's 13F filing for Q2 2021, filed 16 Aug 2021.