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White Mountains Insurance Gp shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of White Mountains Insurance Gp (WTM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in White Mountains Insurance Gp

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All positions including White Mountains Insurance Gp held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in White Mountains Insurance Gp by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 826 1505.01
2023-09-30 $1.1M 728 1495.69
2023-06-30 $958k 690 1388.91
2023-03-31 $1.0M 742 1377.49
2022-12-31 $1.1M 744 1414.33
2022-09-30 $969k 744 1302.42
2022-06-30 $976k 783 1246.49
2022-03-31 $790k 695 1136.69
2021-12-31 $694k 684 1014.62
2021-09-30 $250k 234 1068.38
2021-06-30 $308k 268 1149.25
2021-03-31 $376k 337 1115.73
2020-12-31 $774k 773 1001.29
2020-09-30 $607k 773 785.25
2020-06-30 $664k 746 890.08
2020-03-31 $92k 103 893.20
2019-09-30 $3.4M 3.2k 1080.04
2019-06-30 $3.3M 3.2k 1021.34
2019-03-31 $136k 147 925.17
2018-12-31 $126k 147 857.14
2018-09-30 $138k 147 938.78
2018-06-30 $133k 147 904.76
2018-03-31 $120k 147 816.33
2017-12-31 $125k 147 850.34

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View all positions for Captrust Financial Advisors

Top funds holding White Mountains Insurance Gp

Vanguard Group
Dimensional Fund Advisors
Global Assets Advisory
River Road Asset Management
Robeco Investment Management
Wallace Capital Management
Wellington Management Company
Bank of America Corporation
Reinhart Mahoney Capital Management
Fiduciary Management
Southeastern Asset Management
Peter B. Cannell & Co
Select Equity
Robeco Institutional Asset Management B V
Norges Bank Investment Management

View all funds holding White Mountains Insurance Gp