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
Download as csv Download as ExcelQuarterly 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 |