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Valeo Financial Advisors’s White Mountains Insurance WTM Stock Holding History

Valeo Financial Advisors’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
-5
Closed -$6K – 1846
2021
Q1 		$6K Buy
+5
New +$5.59K ﹤0.01% 1528
2020
Q3 		– Sell
-8
Closed -$7K – 2176
2020
Q2 		$7K Hold
8
– – ﹤0.01% 1421
2020
Q1 		$7K Sell
8
-85
-91% -$88K ﹤0.01% 1231
2019
Q4 		$104K Hold
93
– – 0.01% 456
2019
Q3 		$100K Hold
93
– – 0.01% 438
2019
Q2 		$95K Hold
93
– – 0.01% 448
2019
Q1 		$86K Buy
93
+1
+1% +$906 0.01% 437
2018
Q4 		$79K Sell
92
-2
-2% -$1.78K 0.01% 416
2018
Q3 		$83K Buy
94
+85
+944% +$78.8K 0.01% 443
2018
Q2 		$8K Sell
9
-5
-36% -$4.4K ﹤0.01% 1028
2018
Q1 		$12K Hold
14
– – ﹤0.01% 889
2017
Q4 		$12K Buy
14
+5
+56% +$4.37K ﹤0.01% 800
2017
Q3 		$8K Buy
+9
New +$7.74K ﹤0.01% 769

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
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

Valeo Financial Advisors's WTM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of White Mountains Insurance (WTM) in Q2 2021, closing a stake of 5 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in WTM in Q3 2017 and held it in 13 quarters. The position peaked at $104K in Q4 2019. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining White Mountains Insurance position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 White Mountains Insurance shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in White Mountains Insurance in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's White Mountains Insurance position peaked at $104K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.