Bares Capital Management’s White Mountains Insurance WTM Stock Holding History

Bares Capital Management’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
2015 Q1	–	Sell	-2,503	Closed	-$1.58M	–	45
2014 Q4	$1.58M	Hold	2,503	–	–	0.19%	20
2014 Q3	$1.58M	Buy	2,503 +577	+30%	+$360K	0.19%	18
2014 Q2	$1.17M	Buy	1,926 +485	+34%	+$289K	0.1%	36
2014 Q1	$864K	Sell	1,441 -24	-2%	-$14K	0.07%	42
2013 Q4	$884K	Hold	1,465	–	–	0.08%	41
2013 Q3	$832K	Buy	1,465 +27	+2%	+$15.7K	0.08%	43
2013 Q2	$827K	Buy	+1,438	New	+$839K	0.08%	43

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

LCOV

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bares Capital Management's WTM Position: Q1 2015 in Review

Bares Capital Management sold out of White Mountains Insurance (WTM) in Q1 2015, closing a stake of 2,503 shares — an estimated $1.58M sold.

Bares Capital Management first reported a position in WTM in Q2 2013 and held it in 7 quarters. The position peaked at $1.58M in Q4 2014. 178 funds tracked by Wall St. Rank hold WTM as of Q1 2015.

Bares Capital Management reported no remaining White Mountains Insurance position as of Q1 2015 after selling out during the quarter.
Bares Capital Management sold 2,503 White Mountains Insurance shares in Q1 2015, an estimated $1.58M.
Bares Capital Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 7 quarters.
Bares Capital Management's White Mountains Insurance position peaked at $1.58M in Q4 2014.
178 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2015.

Based on Bares Capital Management's 13F filing for Q1 2015, filed 15 May 2015.