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Aperio Group’s White Mountains Insurance WTM Stock Holding History

Aperio 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
2020
Q4 		$3.84M Buy
3,835
+461
+14% +$434K 0.01% 948
2020
Q3 		$2.63M Sell
3,374
-893
-21% -$772K 0.01% 991
2020
Q2 		$3.79M Sell
4,267
-5,200
-55% -$4.69M 0.01% 834
2020
Q1 		$8.62M Buy
9,467
+751
+9% +$777K 0.04% 463
2019
Q4 		$9.72M Buy
8,716
+1,210
+16% +$1.32M 0.03% 505
2019
Q3 		$8.11M Buy
7,506
+1,274
+20% +$1.36M 0.03% 545
2019
Q2 		$6.37M Sell
6,232
-2,312
-27% -$2.22M 0.03% 625
2019
Q1 		$7.91M Sell
8,544
-1,992
-19% -$1.8M 0.03% 534
2018
Q4 		$9.04M Sell
10,536
-6,441
-38% -$5.74M 0.05% 435
2018
Q3 		$15.9M Buy
16,977
+695
+4% +$644K 0.07% 314
2018
Q2 		$14.8M Buy
16,282
+5,163
+46% +$4.55M 0.07% 317
2018
Q1 		$9.15M Buy
11,119
+2,146
+24% +$1.77M 0.05% 448
2017
Q4 		$7.64M Buy
8,973
+81
+0.9% +$70.8K 0.04% 499
2017
Q3 		$7.62M Buy
8,892
+650
+8% +$559K 0.04% 466
2017
Q2 		$7.16M Sell
8,242
-1,087
-12% -$943K 0.04% 469
2017
Q1 		$8.21M Buy
9,329
+92
+1% +$82.4K 0.06% 393
2016
Q4 		$7.72M Buy
9,237
+354
+4% +$297K 0.06% 378
2016
Q3 		$7.37M Buy
8,883
+2,134
+32% +$1.76M 0.05% 409
2016
Q2 		$5.68M Buy
6,749
+1,073
+19% +$875K 0.04% 469
2016
Q1 		$4.56M Buy
5,676
+2
+0% +$1.5K 0.04% 510
2015
Q4 		$4.12M Buy
5,674
+981
+21% +$751K 0.04% 514
2015
Q3 		$3.51M Buy
4,693
+495
+12% +$356K 0.04% 550
2015
Q2 		$2.75M Buy
4,198
+708
+20% +$470K 0.03% 606
2015
Q1 		$2.39M Sell
3,490
-255
-7% -$168K 0.03% 616
2014
Q4 		$2.36M Buy
3,745
+413
+12% +$263K 0.03% 595
2014
Q3 		$2.1M Buy
3,332
+636
+24% +$397K 0.03% 596
2014
Q2 		$1.64M Buy
2,696
+384
+17% +$229K 0.02% 650
2014
Q1 		$1.39M Buy
+2,312
New +$1.35M 0.02% 846
2013
Q4 		– Sell
-1,675
Closed -$987K – 895
2013
Q3 		$951K Buy
1,675
+1,063
+174% +$617K 0.02% 860
2013
Q2 		$352K Buy
+612
New +$357K 0.01% 1190

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Aperio Group's WTM Position: Q4 2020 in Review

Aperio Group increased its White Mountains Insurance (WTM) stake by 14% in Q4 2020, buying an estimated $434K and bringing the position to 3,835 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #948.

Aperio Group first reported a position in WTM in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.9M in Q3 2018. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

  • Aperio Group held 3,835 shares of White Mountains Insurance worth $3.84M as of Q4 2020.
  • Aperio Group bought 461 White Mountains Insurance shares in Q4 2020, an estimated $434K.
  • White Mountains Insurance made up 0.01% of Aperio Group's portfolio in Q4 2020, its #948 holding.
  • Aperio Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's White Mountains Insurance position peaked at $15.9M in Q3 2018.
  • 234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.