BlackRock Institutional Trust’s White Mountains Insurance WTM Stock Holding History

BlackRock Institutional Trust’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	$101M	Sell	121,061 -9,940	-8%	-$8.33M	0.02%	924
2016 Q3	$109M	Sell	131,001 -4,355	-3%	-$3.59M	0.02%	835
2016 Q2	$114M	Sell	135,356 -11,172	-8%	-$9.11M	0.02%	786
2016 Q1	$118M	Sell	146,528 -2,252	-2%	-$1.68M	0.02%	756
2015 Q4	$108M	Buy	148,780 +4,813	+3%	+$3.69M	0.02%	796
2015 Q3	$108M	Buy	143,967 +4,752	+3%	+$3.42M	0.02%	786
2015 Q2	$91.2M	Sell	139,215 -3,510	-2%	-$2.33M	0.01%	949
2015 Q1	$97.7M	Buy	142,725 +6,079	+4%	+$4.01M	0.02%	936
2014 Q4	$86.1M	Buy	136,646 +578	+0.4%	+$368K	0.01%	961
2014 Q3	$85.7M	Buy	136,068 +359	+0.3%	+$224K	0.01%	941
2014 Q2	$82.6M	Sell	135,709 -13,165	-9%	-$7.84M	0.01%	1007
2014 Q1	$89.3M	Buy	148,874 +3,297	+2%	+$1.92M	0.02%	938
2013 Q4	$87.8M	Sell	145,577 -1,975	-1%	-$1.16M	0.02%	923
2013 Q3	$83.8M	Buy	147,552 +2,617	+2%	+$1.52M	0.02%	888
2013 Q2	$83.3M	Buy	+144,935	New	+$84.6M	0.02%	834

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

BlackRock Institutional Trust's WTM Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its White Mountains Insurance (WTM) stake by 7.6% in Q4 2016, selling an estimated $8.33M and leaving 121,061 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #924.

BlackRock Institutional Trust first reported a position in WTM in Q2 2013 and has held it in 15 quarters since. The position peaked at $118M in Q1 2016. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

BlackRock Institutional Trust held 121,061 shares of White Mountains Insurance worth $101M as of Q4 2016.
BlackRock Institutional Trust sold 9,940 White Mountains Insurance shares in Q4 2016, an estimated $8.33M.
White Mountains Insurance made up 0.02% of BlackRock Institutional Trust's portfolio in Q4 2016, its #924 holding.
BlackRock Institutional Trust first reported a position in White Mountains Insurance in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's White Mountains Insurance position peaked at $118M in Q1 2016.
203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

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