Number of Shares
6,403.00
Current Holdings Value*
$11.32 Mil
% of Portfolio
3.78%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
52.09%

AMG River Road Small-Mid Cap Value Fund's White Mountains Insurance Group Ltd Holding Summary

As of 2025-04-30, AMG Funds IV held 6,403.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $11.32 Mil. This investment constitutes 3.78% of their stock portfolio, and AMG Funds IV now holds 0.25% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2019Q4. And since then AMG River Road Small-Mid Cap Value Fund has made 11 purchases of WTM, at an average price of $1,043.40, for a total of 10,118.00 shares. In addition, there have been 5 sales at an average price of $1,257.48 for 3,715.00 shares. Based on historical transaction data and WTM's current price of $1778.00, AMG River Road Small-Mid Cap Value Fund's estimated gain on his WTM holdings is $5.50 Mil, reflecting a 52.09% gain to date.

AMG River Road Small-Mid Cap Value Fund WTM ($1778.00) Holding Chart

AMG River Road Small-Mid Cap Value Fund WTM ($1778.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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