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BlackRock Investment Management’s White Mountains Insurance WTM Stock Holding History

BlackRock Investment Management’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 		$2.05M Buy
2,449
+8
+0.3% +$6.71K ﹤0.01% 2204
2016
Q3 		$2.03M Buy
2,441
+141
+6% +$116K ﹤0.01% 2148
2016
Q2 		$1.94M Sell
2,300
-416
-15% -$339K ﹤0.01% 2128
2016
Q1 		$2.18M Sell
2,716
-285
-9% -$213K ﹤0.01% 1943
2015
Q4 		$2.18M Sell
3,001
-172
-5% -$132K ﹤0.01% 2013
2015
Q3 		$2.37M Sell
3,173
-49
-2% -$35.3K ﹤0.01% 1950
2015
Q2 		$2.11M Buy
3,222
+584
+22% +$387K ﹤0.01% 2185
2015
Q1 		$1.81M Sell
2,638
-140
-5% -$92.4K ﹤0.01% 2101
2014
Q4 		$1.75M Buy
2,778
+3
+0.1% +$1.91K ﹤0.01% 2127
2014
Q3 		$1.75M Sell
2,775
-19
-0.7% -$11.9K ﹤0.01% 2096
2014
Q2 		$1.7M Sell
2,794
-193
-6% -$115K ﹤0.01% 2210
2014
Q1 		$1.79M Buy
2,987
+141
+5% +$82.3K ﹤0.01% 2116
2013
Q4 		$1.72M Buy
2,846
+17
+0.6% +$10K ﹤0.01% 2132
2013
Q3 		$1.61M Sell
2,829
-154
-5% -$89.4K ﹤0.01% 2115
2013
Q2 		$1.72M Buy
+2,983
New +$1.74M ﹤0.01% 1973

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 Investment Management's WTM Position: Q4 2016 in Review

BlackRock Investment Management increased its White Mountains Insurance (WTM) stake by 0.33% in Q4 2016, buying an estimated $6.71K and bringing the position to 2,449 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

BlackRock Investment Management first reported a position in WTM in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.37M in Q3 2015. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

  • BlackRock Investment Management held 2,449 shares of White Mountains Insurance worth $2.05M as of Q4 2016.
  • BlackRock Investment Management bought 8 White Mountains Insurance shares in Q4 2016, an estimated $6.71K.
  • White Mountains Insurance made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #2204 holding.
  • BlackRock Investment Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's White Mountains Insurance position peaked at $2.37M in Q3 2015.
  • 203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

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