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White Mountains Insurance Gp shares owned by AE Wealth Management

Quarter-by-quarter ownership of White Mountains Insurance Gp (WTM) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in White Mountains Insurance Gp

Tip: Access up to 7 years of quarterly data

All positions including White Mountains Insurance Gp held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in White Mountains Insurance Gp by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $612k 383 1598.00
2023-09-30 $561k 375 1496.76
2023-06-30 $521k 375 1389.90
2023-03-31 $517k 375 1378.47
2022-12-31 $530k 375 1414.33
2022-09-30 $489k 375 1304.00