WCM SMID Quality Value Fund WTM Holdings History
WCM SMID Quality Value Fund's White Mountains Insurance Group Ltd Holding Summary
As of 2025-03-31, WCM SMID Quality Value Fund held 993.00 shares of White Mountains Insurance Group Ltd(WTM), totaling $1.91 Mil. This investment constitutes 3.24% of their stock portfolio, and WCM SMID Quality Value Fund now holds 0.04% of the outstanding White Mountains Insurance Group Ltd(WTM) stock.
The initial trade took place in 2024Q2. And since then WCM SMID Quality Value Fund has made 4 purchases of WTM, at an average price of $1,807.11, for a total of 993.00 shares. Based on historical transaction data and WTM's current price of $1816.20, WCM SMID Quality Value Fund's estimated gain on his WTM holdings is $9,029.08, reflecting a 0.50% gain to date.
WCM SMID Quality Value Fund WTM ($1816.20) Holding Chart
WCM SMID Quality 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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