WHG
WTM icon

Westwood Holdings Group’s White Mountains Insurance WTM Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-11,906
Closed -$11.9M – 484
2020
Q4 		$11.9M Sell
11,906
-9,042
-43% -$8.51M 0.14% 184
2020
Q3 		$16.3M Buy
20,948
+955
+5% +$826K 0.21% 154
2020
Q2 		$17.8M Buy
19,993
+1,584
+9% +$1.43M 0.24% 135
2020
Q1 		$16.8M Buy
18,409
+16,404
+818% +$17M 0.25% 127
2019
Q4 		$2.24M Buy
2,005
+1,206
+151% +$1.32M 0.02% 302
2019
Q3 		$863K Buy
+799
New +$852K 0.01% 351

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Westwood Holdings Group's WTM Position: Q1 2021 in Review

Westwood Holdings Group sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 11,906 shares — an estimated $11.9M sold.

Westwood Holdings Group first reported a position in WTM in Q3 2019 and held it in 6 quarters. The position peaked at $17.8M in Q2 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

  • Westwood Holdings Group reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
  • Westwood Holdings Group sold 11,906 White Mountains Insurance shares in Q1 2021, an estimated $11.9M.
  • Westwood Holdings Group first reported a position in White Mountains Insurance in Q3 2019 and held it in 6 quarters.
  • Westwood Holdings Group's White Mountains Insurance position peaked at $17.8M in Q2 2020.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Westwood Holdings Group's 13F filing for Q1 2021, filed 14 May 2021.