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AJO LP’s White Mountains Insurance WTM Stock Holding History

AJO LP’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
Q3 		– Sell
-1,766
Closed -$1.8M – 721
2019
Q2 		$1.8M Sell
1,766
-397
-18% -$382K 0.01% 422
2019
Q1 		$2M Buy
+2,163
New +$1.96M 0.01% 452
2014
Q1 		– Sell
-2,600
Closed -$1.57M – 467
2013
Q4 		$1.57M Sell
2,600
-8,500
-77% -$5.01M 0.01% 352
2013
Q3 		$6.3M Sell
11,100
-6,700
-38% -$3.89M 0.03% 256
2013
Q2 		$10.2M Buy
+17,800
New +$10.4M 0.05% 222

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AJO LP's WTM Position: Q3 2019 in Review

AJO LP sold out of White Mountains Insurance (WTM) in Q3 2019, closing a stake of 1,766 shares — an estimated $1.8M sold.

AJO LP first reported a position in WTM in Q2 2013 and held it in 5 quarters. The position peaked at $10.2M in Q2 2013. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

  • AJO LP reported no remaining White Mountains Insurance position as of Q3 2019 after selling out during the quarter.
  • AJO LP sold 1,766 White Mountains Insurance shares in Q3 2019, an estimated $1.8M.
  • AJO LP first reported a position in White Mountains Insurance in Q2 2013 and held it in 5 quarters.
  • AJO LP's White Mountains Insurance position peaked at $10.2M in Q2 2013.
  • 248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on AJO LP's 13F filing for Q3 2019, filed 14 Nov 2019.