WF
WTM icon

Welch & Forbes’s White Mountains Insurance WTM Stock Holding History

Welch & Forbes’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
Q3 		– Sell
-374
Closed -$332K – 362
2020
Q2 		$332K Sell
374
-23
-6% -$20.7K 0.01% 284
2020
Q1 		$361K Hold
397
– – 0.01% 259
2019
Q4 		$443K Sell
397
-46
-10% -$50.2K 0.01% 267
2019
Q3 		$478K Hold
443
– – 0.01% 260
2019
Q2 		$453K Sell
443
-76
-15% -$73.1K 0.01% 265
2019
Q1 		$480K Sell
519
-6
-1% -$5.44K 0.01% 257
2018
Q4 		$450K Sell
525
-21
-4% -$18.7K 0.01% 255
2018
Q3 		$511K Buy
+546
New +$506K 0.01% 255
2018
Q2 		– Sell
-580
Closed -$477K – 368
2018
Q1 		$477K Buy
+580
New +$479K 0.01% 256
2017
Q4 		– Sell
-730
Closed -$626K – 357
2017
Q3 		$626K Buy
+730
New +$628K 0.02% 219
2016
Q4 		– Sell
-797
Closed -$662K – 356
2016
Q3 		$662K Buy
+797
New +$657K 0.02% 189
2016
Q2 		– Sell
-824
Closed -$661K – 353
2016
Q1 		$661K Buy
+824
New +$616K 0.02% 223
2015
Q4 		– Sell
-829
Closed -$620K – 348
2015
Q3 		$620K Buy
+829
New +$596K 0.02% 222
2015
Q1 		– Sell
-829
Closed -$522K – 348
2014
Q4 		$522K Hold
829
– – 0.02% 256
2014
Q3 		$522K Buy
+829
New +$517K 0.02% 260
2014
Q2 		– Sell
-829
Closed -$497K – 350
2014
Q1 		$497K Buy
+829
New +$484K 0.02% 260
2013
Q4 		– Sell
-841
Closed -$477K – 334
2013
Q3 		$477K Hold
841
– – 0.02% 258
2013
Q2 		$484K Buy
+841
New +$491K 0.02% 239

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Welch & Forbes's WTM Position: Q3 2020 in Review

Welch & Forbes sold out of White Mountains Insurance (WTM) in Q3 2020, closing a stake of 374 shares — an estimated $332K sold.

Welch & Forbes first reported a position in WTM in Q2 2013 and held it in 18 quarters. The position peaked at $662K in Q3 2016. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

  • Welch & Forbes reported no remaining White Mountains Insurance position as of Q3 2020 after selling out during the quarter.
  • Welch & Forbes sold 374 White Mountains Insurance shares in Q3 2020, an estimated $332K.
  • Welch & Forbes first reported a position in White Mountains Insurance in Q2 2013 and held it in 18 quarters.
  • Welch & Forbes's White Mountains Insurance position peaked at $662K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

Based on Welch & Forbes's 13F filing for Q3 2020, filed 23 Oct 2020.