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

Wipfli 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
2022 Q3	$7K	Buy	+5	New	+$6.47K	﹤0.01%	1988

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wipfli Financial Advisors's WTM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in White Mountains Insurance (WTM) in Q3 2022: 5 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings.

252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Wipfli Financial Advisors held 5 shares of White Mountains Insurance worth $7K as of Q3 2022.
White Mountains Insurance was a new Wipfli Financial Advisors position in Q3 2022.
White Mountains Insurance made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1988 holding.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.