Number of Shares
1,900.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
0.49%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
25.59%

Hotchkis and Wiley Small Cap Diversified Value Fund's White Mountains Insurance Group Ltd Holding Summary

As of 2025-03-31, Hotchkis and Wiley Small Cap Diversified Value Fund held 1,900.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $3.66 Mil. This investment constitutes 0.49% of their stock portfolio, and Hotchkis and Wiley Small Cap Diversified Value Fund now holds 0.07% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.

The initial trade took place in 2021Q4. And since then Hotchkis and Wiley Small Cap Diversified Value Fund has made 5 purchases of WTM, at an average price of $1,243.47, for a total of 3,400.00 shares. In addition, there have been 1 sales at an average price of $1,293.71 for 1,500.00 shares. Based on historical transaction data and WTM's current price of $1773.32, Hotchkis and Wiley Small Cap Diversified Value Fund's estimated gain on his WTM holdings is $1.08 Mil, reflecting a 25.59% gain to date.

Hotchkis and Wiley Small Cap Diversified Value Fund WTM ($1773.32) Holding Chart

Hotchkis and Wiley Small Cap Diversified Value Fund WTM ($1773.32) 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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