Zeke Capital Advisors’s White Mountains Insurance WTM Stock Holding History

Zeke Capital 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 Q4	$523K	Sell	370 -6	-2%	-$8.13K	0.03%	230
2022 Q3	$490K	Hold	376	–	–	0.04%	212
2022 Q2	$469K	Buy	376 +34	+10%	+$39.5K	0.03%	233
2022 Q1	$389K	Buy	+342	New	+$358K	0.02%	288
2018 Q4	–	Sell	-633	Closed	-$592K	–	656
2018 Q3	$592K	Buy	+633	New	+$587K	0.05%	364

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

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

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

LCOV

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

SAM

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

Zeke Capital Advisors's WTM Position: Q4 2022 in Review

Zeke Capital Advisors reduced its White Mountains Insurance (WTM) stake by 1.6% in Q4 2022, selling an estimated $8.13K and leaving 370 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #230.

Zeke Capital Advisors first reported a position in WTM in Q3 2018 and has held it in 5 quarters since. The position peaked at $592K in Q3 2018. 265 funds tracked by Wall St. Rank hold WTM as of Q4 2022.

Zeke Capital Advisors held 370 shares of White Mountains Insurance worth $523K as of Q4 2022.
Zeke Capital Advisors sold 6 White Mountains Insurance shares in Q4 2022, an estimated $8.13K.
White Mountains Insurance made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #230 holding.
Zeke Capital Advisors first reported a position in White Mountains Insurance in Q3 2018 and has held it in 5 quarters since.
Zeke Capital Advisors's White Mountains Insurance position peaked at $592K in Q3 2018.
265 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.