BG
WTM icon

BlackRock Group’s White Mountains Insurance WTM Stock Holding History

BlackRock Group’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 		$3.43M Buy
4,103
+418
+11% +$350K ﹤0.01% 1396
2016
Q3 		$3.06M Sell
3,685
-424
-10% -$349K ﹤0.01% 1360
2016
Q2 		$3.46M Sell
4,109
-104
-2% -$84.8K ﹤0.01% 1253
2016
Q1 		$3.38M Buy
4,213
+1,116
+36% +$835K ﹤0.01% 1248
2015
Q4 		$2.25M Buy
3,097
+2,897
+1,449% +$2.22M ﹤0.01% 1413
2015
Q3 		$149K Sell
200
-43
-18% -$30.9K ﹤0.01% 2602
2015
Q2 		$159K Sell
243
-38
-14% -$25.2K ﹤0.01% 2638
2015
Q1 		$193K Sell
281
-448
-61% -$296K ﹤0.01% 2508
2014
Q4 		$459K Buy
729
+524
+256% +$333K ﹤0.01% 2270
2014
Q3 		$129K Sell
205
-96
-32% -$59.9K ﹤0.01% 2547
2014
Q2 		$183K Sell
301
-7,215
-96% -$4.3M ﹤0.01% 2476
2014
Q1 		$4.51M Sell
7,516
-9,054
-55% -$5.28M ﹤0.01% 1150
2013
Q4 		$9.99M Sell
16,570
-2,807
-14% -$1.65M 0.01% 917
2013
Q3 		$11M Sell
19,377
-2,766
-12% -$1.61M 0.01% 902
2013
Q2 		$12.7M Buy
+22,143
New +$12.9M 0.01% 800

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock Group's WTM Position: Q4 2016 in Review

BlackRock Group increased its White Mountains Insurance (WTM) stake by 11% in Q4 2016, buying an estimated $350K and bringing the position to 4,103 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

BlackRock Group first reported a position in WTM in Q2 2013 and has held it in 15 quarters since. The position peaked at $12.7M in Q2 2013. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

  • BlackRock Group held 4,103 shares of White Mountains Insurance worth $3.43M as of Q4 2016.
  • BlackRock Group bought 418 White Mountains Insurance shares in Q4 2016, an estimated $350K.
  • White Mountains Insurance made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1396 holding.
  • BlackRock Group first reported a position in White Mountains Insurance in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's White Mountains Insurance position peaked at $12.7M in Q2 2013.
  • 203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

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