WTM Number of Guru Trades
WTM Volume of Guru Trades
WTM Daily Net ETF Flow
Dollars ETFs put into or pulled out of WTM each day, net of sells, against the share price.
WTM Daily Net ETF Share Flow
Shares ETFs added or removed each day, net, as a share of WTM's shares outstanding, against the share price.
Gurus Latest Trades with NYSE:WTM
NYSE:WTM is held by these investors
Top ETF Buyers
What each ETF bought and sold in this stock over the period, from the same daily data as the charts above. Sorted by net amount, so sorting ascending brings the heaviest sellers to the top.
ETF Ownership
Every ETF holding the stock, largest position first. Change covers the gap between each fund's last two reports, so a fund that held still shows none.
Guru Commentaries on NYSE:WTM
White Mountains Insurance Group Ltd (WTM) lagged during an otherwise uneventful quarter following strong prior-period performance driven by the Bamboo transaction. The shares also benefited less from the broader market rebound after proving relatively defensive earlier in the year. We remain confident in management's disciplined capital allocation and ability to compound book value per share over the long term.
We were glad to be able to increase our weighting in White Mountains during the quarter at discounted prices. White Mountains remains one of the most value-per-share-focused companies we know. They demonstrated this once again after quarter end with the highly accretive sale of their controlling interest in Bamboo for nearly a 4x return in ~2 years of ownership.
We remain confident in White Mountains Insurance Group Ltd's ability to deliver outsized growth in book value per share over time through prudent capital allocation. Despite facing industry headwinds and a mundane performance in Q2, we believe the company's operating metrics will support long-term growth. Our conviction in the business remains strong, reflecting our belief that fortunes can change quickly with a high conviction portfolio.
We remain confident in the company’s ability to deliver outsized growth in book value per share over time through prudent capital allocation. Despite industry headwinds, we believe that White Mountains Insurance Group Ltd has the potential to outperform due to its strong management and strategic focus on capital efficiency.
News about NYSE:WTM
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