Y-Intercept (HK)’s White Mountains Insurance WTM Stock Holding History

Y-Intercept (HK)’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
2023 Q3	–	Sell	-145	Closed	-$201K	–	1684
2023 Q2	$201K	Sell	145 -83	-36%	-$117K	0.02%	941
2023 Q1	$314K	Buy	+228	New	+$327K	0.04%	753
2022 Q3	–	Sell	-203	Closed	-$253K	–	1313
2022 Q2	$253K	Buy	+203	New	+$236K	0.03%	629
2021 Q2	–	Sell	-288	Closed	-$321K	–	944
2021 Q1	$321K	Buy	+288	New	+$322K	0.09%	378

Other funds holding WTM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WCM

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Y-Intercept (HK)'s WTM Position: Q3 2023 in Review

Y-Intercept (HK) sold out of White Mountains Insurance (WTM) in Q3 2023, closing a stake of 145 shares — an estimated $201K sold.

Y-Intercept (HK) first reported a position in WTM in Q1 2021 and held it in 4 quarters. The position peaked at $321K in Q1 2021. 271 funds tracked by Wall St. Rank hold WTM as of Q3 2023.

Y-Intercept (HK) reported no remaining White Mountains Insurance position as of Q3 2023 after selling out during the quarter.
Y-Intercept (HK) sold 145 White Mountains Insurance shares in Q3 2023, an estimated $201K.
Y-Intercept (HK) first reported a position in White Mountains Insurance in Q1 2021 and held it in 4 quarters.
Y-Intercept (HK)'s White Mountains Insurance position peaked at $321K in Q1 2021.
271 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.