Axa’s White Mountains Insurance WTM Stock Holding History

Axa’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 Q3	–	Sell	-600	Closed	-$689K	–	1334
2021 Q2	$689K	Sell	600 -300	-33%	-$350K	﹤0.01%	1061
2021 Q1	$1M	Buy	+900	New	+$1.01M	﹤0.01%	977
2020 Q4	–	Sell	-300	Closed	-$234K	–	1358
2020 Q3	$234K	Buy	+300	New	+$259K	﹤0.01%	1137
2020 Q2	–	Sell	-400	Closed	-$364K	–	1300
2020 Q1	$364K	Hold	400	–	–	﹤0.01%	1018
2019 Q4	$446K	Hold	400	–	–	﹤0.01%	1015
2019 Q3	$432K	Buy	+400	New	+$427K	﹤0.01%	1121
2018 Q2	–	Sell	-1,400	Closed	-$1.15M	–	1420
2018 Q1	$1.15M	Buy	+1,400	New	+$1.16M	﹤0.01%	974

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Axa's WTM Position: Q3 2021 in Review

Axa sold out of White Mountains Insurance (WTM) in Q3 2021, closing a stake of 600 shares — an estimated $689K sold.

Axa first reported a position in WTM in Q1 2018 and held it in 7 quarters. The position peaked at $1.15M in Q1 2018. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

Axa reported no remaining White Mountains Insurance position as of Q3 2021 after selling out during the quarter.
Axa sold 600 White Mountains Insurance shares in Q3 2021, an estimated $689K.
Axa first reported a position in White Mountains Insurance in Q1 2018 and held it in 7 quarters.
Axa's White Mountains Insurance position peaked at $1.15M in Q1 2018.
231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on Axa's 13F filing for Q3 2021, filed 15 Nov 2021.