Analytic Investors’s White Mountains Insurance WTM Stock Holding History

Analytic Investors’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	$4.67M	Buy	5,621 +5,035	+859%	+$4.15M	0.05%	199
2016 Q2	$493K	Buy	+586	New	+$478K	0.01%	480
2015 Q4	–	Sell	-15,787	Closed	-$11.8M	–	684
2015 Q3	$11.8M	Sell	15,787 -2,650	-14%	-$1.91M	0.16%	133
2015 Q2	$12.1M	Buy	18,437 +7,375	+67%	+$4.89M	0.17%	117
2015 Q1	$7.57M	Buy	11,062 +3,606	+48%	+$2.38M	0.1%	146
2014 Q4	$4.7M	Buy	7,456 +6,803	+1,042%	+$4.33M	0.07%	174
2014 Q3	$411K	Sell	653 -1,406	-68%	-$877K	0.01%	478
2014 Q2	$1.25M	Sell	2,059 -1,597	-44%	-$951K	0.02%	293
2014 Q1	$2.19M	Buy	+3,656	New	+$2.13M	0.03%	269

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

Analytic Investors's WTM Position: Q3 2016 in Review

Analytic Investors increased its White Mountains Insurance (WTM) stake by 859% in Q3 2016, buying an estimated $4.15M and bringing the position to 5,621 shares worth $4.67M. The position accounts for 0.05% of the portfolio, ranked #199.

Analytic Investors first reported a position in WTM in Q1 2014 and has held it in 9 quarters since. The position peaked at $12.1M in Q2 2015. 191 funds tracked by Wall St. Rank hold WTM as of Q3 2016.

Analytic Investors held 5,621 shares of White Mountains Insurance worth $4.67M as of Q3 2016.
Analytic Investors bought 5,035 White Mountains Insurance shares in Q3 2016, an estimated $4.15M.
White Mountains Insurance made up 0.05% of Analytic Investors's portfolio in Q3 2016, its #199 holding.
Analytic Investors first reported a position in White Mountains Insurance in Q1 2014 and has held it in 9 quarters since.
Analytic Investors's White Mountains Insurance position peaked at $12.1M in Q2 2015.
191 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.