BlackRock Advisors’s White Mountains Insurance WTM Stock Holding History

BlackRock Advisors’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
2016 Q4	$2.25M	Buy	2,694 +153	+6%	+$128K	﹤0.01%	1453
2016 Q3	$2.11M	Sell	2,541 -143	-5%	-$118K	﹤0.01%	1448
2016 Q2	$2.26M	Sell	2,684 -138	-5%	-$113K	﹤0.01%	1384
2016 Q1	$2.27M	Buy	2,822 +27	+1%	+$20.2K	﹤0.01%	1377
2015 Q4	$2.03M	Buy	2,795 +1,426	+104%	+$1.09M	﹤0.01%	1402
2015 Q3	$1.02M	Buy	1,369 +473	+53%	+$340K	﹤0.01%	1675
2015 Q2	$587K	Buy	896 +79	+10%	+$52.4K	﹤0.01%	2062
2015 Q1	$559K	Hold	817	–	–	﹤0.01%	1995
2014 Q4	$515K	Hold	817	–	–	﹤0.01%	1980
2014 Q3	$515K	Hold	817	–	–	﹤0.01%	1954
2014 Q2	$497K	Hold	817	–	–	﹤0.01%	2024
2014 Q1	$490K	Buy	817 +19	+2%	+$11.1K	﹤0.01%	2061
2013 Q4	$481K	Sell	798 -170	-18%	-$100K	﹤0.01%	2069
2013 Q3	$549K	Buy	968 +251	+35%	+$146K	﹤0.01%	1833
2013 Q2	$412K	Buy	+717	New	+$418K	﹤0.01%	1971

Other funds holding WTM

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

BIT

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

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

BlackRock Advisors's WTM Position: Q4 2016 in Review

BlackRock Advisors increased its White Mountains Insurance (WTM) stake by 6% in Q4 2016, buying an estimated $128K and bringing the position to 2,694 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

BlackRock Advisors first reported a position in WTM in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.27M in Q1 2016. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

BlackRock Advisors held 2,694 shares of White Mountains Insurance worth $2.25M as of Q4 2016.
BlackRock Advisors bought 153 White Mountains Insurance shares in Q4 2016, an estimated $128K.
White Mountains Insurance made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1453 holding.
BlackRock Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's White Mountains Insurance position peaked at $2.27M in Q1 2016.
203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.