Number of Shares
22,099.00
Current Holdings Value*
$39.06 Mil
% of Portfolio
4.1%
Total Estimate Gain
$19.57 Mil
% of Total Estimate Gain
56.55%

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

As of 2025-04-30, AMG Funds IV held 22,099.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $39.06 Mil. This investment constitutes 4.1% of their stock portfolio, and AMG Funds IV now holds 0.86% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2019Q4. And since then AMG River Road Small Cap Value Fund has made 9 purchases of WTM, at an average price of $1,048.93, for a total of 32,997.00 shares. In addition, there have been 5 sales at an average price of $1,289.17 for 10,898.00 shares. Based on historical transaction data and WTM's current price of $1816.20, AMG River Road Small Cap Value Fund's estimated gain on his WTM holdings is $19.57 Mil, reflecting a 56.55% gain to date.

AMG River Road Small Cap Value Fund WTM ($1816.20) Holding Chart

AMG River Road Small Cap Value Fund WTM ($1816.20) 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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