WT
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Whittier Trust’s White Mountains Insurance WTM Stock Holding History

Whittier Trust’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
Q3 		– Sell
-8
Closed -$9K – 1578
2021
Q2 		$9K Hold
8
– – ﹤0.01% 1289
2021
Q1 		$9K Buy
+8
New +$8.95K ﹤0.01% 1275

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Whittier Trust's WTM Position: Q3 2021 in Review

Whittier Trust sold out of White Mountains Insurance (WTM) in Q3 2021, closing a stake of 8 shares — an estimated $9K sold.

Whittier Trust first reported a position in WTM in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

  • Whittier Trust reported no remaining White Mountains Insurance position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 8 White Mountains Insurance shares in Q3 2021, an estimated $9K.
  • Whittier Trust first reported a position in White Mountains Insurance in Q1 2021 and held it in 2 quarters.
  • Whittier Trust's White Mountains Insurance position peaked at $9K in Q2 2021.
  • 231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.