BMO
WTM icon

Beck Mack & Oliver’s White Mountains Insurance WTM Stock Holding History

Beck Mack & Oliver’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
2014
Q1 		– Sell
-1,500
Closed -$905K – 365
2013
Q4 		$905K Buy
+1,500
New +$884K 0.02% 190

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beck Mack & Oliver's WTM Position: Q1 2014 in Review

Beck Mack & Oliver sold out of White Mountains Insurance (WTM) in Q1 2014, closing a stake of 1,500 shares — an estimated $905K sold.

Beck Mack & Oliver first reported a position in WTM in Q4 2013 and held it in 1 quarter. The position peaked at $905K in Q4 2013. 186 funds tracked by Wall St. Rank hold WTM as of Q1 2014.

  • Beck Mack & Oliver reported no remaining White Mountains Insurance position as of Q1 2014 after selling out during the quarter.
  • Beck Mack & Oliver sold 1,500 White Mountains Insurance shares in Q1 2014, an estimated $905K.
  • Beck Mack & Oliver first reported a position in White Mountains Insurance in Q4 2013 and held it in 1 quarter.
  • Beck Mack & Oliver's White Mountains Insurance position peaked at $905K in Q4 2013.
  • 186 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2014.

Based on Beck Mack & Oliver's 13F filing for Q1 2014, filed 30 Apr 2014.