Advisory Research’s White Mountains Insurance WTM Stock Holding History

Advisory Research’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
2016 Q3	–	Sell	-15,751	Closed	-$13.3M	–	268
2016 Q2	$13.3M	Sell	15,751 -3,473	-18%	-$2.83M	0.23%	93
2016 Q1	$15.4M	Sell	19,224 -64,820	-77%	-$48.5M	0.29%	87
2015 Q4	$61.1M	Sell	84,044 -5,885	-7%	-$4.51M	0.93%	35
2015 Q3	$67.2M	Sell	89,929 -16,701	-16%	-$12M	0.96%	30
2015 Q2	$69.8M	Sell	106,630 -5,663	-5%	-$3.76M	0.79%	33
2015 Q1	$76.9M	Sell	112,293 -14,513	-11%	-$9.57M	0.84%	31
2014 Q4	$79.9M	Sell	126,806 -2,082	-2%	-$1.32M	0.83%	31
2014 Q3	$81.2M	Sell	128,888 -2,733	-2%	-$1.71M	0.79%	42
2014 Q2	$80.1M	Sell	131,621 -941	-0.7%	-$560K	0.74%	45
2014 Q1	$79.5M	Sell	132,562 -18,768	-12%	-$11M	0.82%	41
2013 Q4	$91.3M	Buy	151,330 +6,629	+5%	+$3.91M	0.94%	38
2013 Q3	$82.1M	Sell	144,701 -602	-0.4%	-$350K	0.88%	37
2013 Q2	$83.5M	Buy	+145,303	New	+$84.8M	0.94%	36

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Advisory Research's WTM Position: Q3 2016 in Review

Advisory Research sold out of White Mountains Insurance (WTM) in Q3 2016, closing a stake of 15,751 shares — an estimated $13.3M sold.

Advisory Research first reported a position in WTM in Q2 2013 and held it in 13 quarters. The position peaked at $91.3M in Q4 2013. 191 funds tracked by Wall St. Rank hold WTM as of Q3 2016.

Advisory Research reported no remaining White Mountains Insurance position as of Q3 2016 after selling out during the quarter.
Advisory Research sold 15,751 White Mountains Insurance shares in Q3 2016, an estimated $13.3M.
Advisory Research first reported a position in White Mountains Insurance in Q2 2013 and held it in 13 quarters.
Advisory Research's White Mountains Insurance position peaked at $91.3M in Q4 2013.
191 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2016.

Based on Advisory Research's 13F filing for Q3 2016, filed 14 Nov 2016.