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Advisor Group’s White Mountains Insurance WTM Stock Holding History

Advisor Group’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$447K Sell
401
-493
-55% -$538K ﹤0.01% 1750
2019
Q3 		$965K Buy
894
+79
+10% +$84.3K 0.01% 1161
2019
Q2 		$832K Buy
815
+459
+129% +$442K 0.01% 1247
2019
Q1 		$331K Sell
356
-143
-29% -$130K ﹤0.01% 1892
2018
Q4 		$429K Buy
499
+109
+28% +$97.2K ﹤0.01% 1519
2018
Q3 		$366K Buy
390
+117
+43% +$108K ﹤0.01% 1702
2018
Q2 		$248K Sell
273
-59
-18% -$52K ﹤0.01% 1816
2018
Q1 		$273K Buy
332
+34
+11% +$28.1K ﹤0.01% 1757
2017
Q4 		$254K Buy
298
+5
+2% +$4.37K ﹤0.01% 1807
2017
Q3 		$251K Sell
293
-21
-7% -$18.1K ﹤0.01% 1671
2017
Q2 		$273K Buy
314
+196
+166% +$170K ﹤0.01% 1547
2017
Q1 		$105K Buy
118
+1
+0.9% +$896 ﹤0.01% 2127
2016
Q4 		$98K Sell
117
-9
-7% -$7.54K ﹤0.01% 2081
2016
Q3 		$106K Buy
126
+24
+24% +$19.8K ﹤0.01% 1964
2016
Q2 		$85K Buy
+102
New +$83.2K ﹤0.01% 2041

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Advisor Group's WTM Position: Q4 2019 in Review

Advisor Group reduced its White Mountains Insurance (WTM) stake by 55% in Q4 2019, selling an estimated $538K and leaving 401 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Advisor Group first reported a position in WTM in Q2 2016 and has held it in 15 quarters since. The position peaked at $965K in Q3 2019. 253 funds tracked by Wall St. Rank hold WTM as of Q4 2019.

  • Advisor Group held 401 shares of White Mountains Insurance worth $447K as of Q4 2019.
  • Advisor Group sold 493 White Mountains Insurance shares in Q4 2019, an estimated $538K.
  • White Mountains Insurance made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1750 holding.
  • Advisor Group first reported a position in White Mountains Insurance in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's White Mountains Insurance position peaked at $965K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.