AlphaSimPlex Group’s White Mountains Insurance WTM Stock Holding History

AlphaSimPlex 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
2021 Q4	–	Sell	-402	Closed	-$430K	–	212
2021 Q3	$430K	Sell	402 -197	-33%	-$220K	0.36%	106
2021 Q2	$688K	Sell	599 -155	-21%	-$181K	0.34%	131
2021 Q1	$841K	Hold	754	–	–	0.35%	130
2020 Q4	$754K	Sell	754 -742	-50%	-$698K	0.26%	187
2020 Q3	$1.17M	Buy	1,496 +779	+109%	+$674K	0.53%	38
2020 Q2	$637K	Buy	+717	New	+$646K	0.48%	72
2020 Q1	–	Sell	-956	Closed	-$1.07M	–	246
2019 Q4	$1.07M	Sell	956 -100	-9%	-$109K	0.4%	68
2019 Q3	$1.14M	Sell	1,056 -397	-27%	-$423K	0.43%	82
2019 Q2	$1.48M	Sell	1,453 -107	-7%	-$103K	0.46%	52
2019 Q1	$1.44M	Buy	+1,560	New	+$1.41M	0.49%	80

Other funds holding WTM

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LCOV

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

AlphaSimPlex Group's WTM Position: Q4 2021 in Review

AlphaSimPlex Group sold out of White Mountains Insurance (WTM) in Q4 2021, closing a stake of 402 shares — an estimated $430K sold.

AlphaSimPlex Group first reported a position in WTM in Q1 2019 and held it in 10 quarters. The position peaked at $1.48M in Q2 2019. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

AlphaSimPlex Group reported no remaining White Mountains Insurance position as of Q4 2021 after selling out during the quarter.
AlphaSimPlex Group sold 402 White Mountains Insurance shares in Q4 2021, an estimated $430K.
AlphaSimPlex Group first reported a position in White Mountains Insurance in Q1 2019 and held it in 10 quarters.
AlphaSimPlex Group's White Mountains Insurance position peaked at $1.48M in Q2 2019.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on AlphaSimPlex Group's 13F filing for Q4 2021, filed 10 Feb 2022.