Barings’s White Mountains Insurance WTM Stock Holding History

Barings’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
2019 Q4	–	Sell	-423	Closed	-$457K	–	688
2019 Q3	$457K	Buy	+423	New	+$451K	0.01%	515
2016 Q3	–	Sell	-543	Closed	-$457K	–	912
2016 Q2	$457K	Buy	+543	New	+$443K	0.01%	668
2014 Q2	–	Sell	-407	Closed	-$244K	–	1013
2014 Q1	$244K	Hold	407	–	–	0.01%	838
2013 Q4	$245K	Hold	407	–	–	0.01%	809
2013 Q3	$231K	Hold	407	–	–	0.01%	843
2013 Q2	$234K	Buy	+407	New	+$238K	0.01%	804

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

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

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

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

ACM

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RRAM

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

LCOV

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

Barings's WTM Position: Q4 2019 in Review

Barings sold out of White Mountains Insurance (WTM) in Q4 2019, closing a stake of 423 shares — an estimated $457K sold.

Barings first reported a position in WTM in Q2 2013 and held it in 6 quarters. The position peaked at $457K in Q3 2019. 253 funds tracked by Wall St. Rank hold WTM as of Q4 2019.

Barings reported no remaining White Mountains Insurance position as of Q4 2019 after selling out during the quarter.
Barings sold 423 White Mountains Insurance shares in Q4 2019, an estimated $457K.
Barings first reported a position in White Mountains Insurance in Q2 2013 and held it in 6 quarters.
Barings's White Mountains Insurance position peaked at $457K in Q3 2019.
253 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2019.

Based on Barings's 13F filing for Q4 2019, filed 14 Feb 2020.