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Zullo Investment Group’s White Mountains Insurance WTM Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-14
Closed -$19.8K – 723
2022
Q4 		$19.8K Sell
14
-2
-13% -$2.71K 0.01% 396
2022
Q3 		$21K Buy
16
+2
+14% +$2.59K 0.01% 389
2022
Q2 		$17K Sell
14
-3
-18% -$3.48K 0.01% 425
2022
Q1 		$19K Sell
17
-3
-15% -$3.14K 0.01% 435
2021
Q4 		$20K Buy
+20
New +$21.1K 0.01% 429

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
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 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
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
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

Zullo Investment Group's WTM Position: Q1 2023 in Review

Zullo Investment Group sold out of White Mountains Insurance (WTM) in Q1 2023, closing a stake of 14 shares — an estimated $19.8K sold.

Zullo Investment Group first reported a position in WTM in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q3 2022. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

  • Zullo Investment Group reported no remaining White Mountains Insurance position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 14 White Mountains Insurance shares in Q1 2023, an estimated $19.8K.
  • Zullo Investment Group first reported a position in White Mountains Insurance in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's White Mountains Insurance position peaked at $21K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.