Bob Robotti’s White Mountains Insurance WTM Stock Holding History

Bob Robotti’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
2018 Q2	–	Sell	-500	Closed	-$411K	–	66
2018 Q1	$411K	Buy	500 +175	+54%	+$144K	0.11%	50
2017 Q4	$277K	Hold	325	–	–	0.07%	52
2017 Q3	$279K	Hold	325	–	–	0.08%	46
2017 Q2	$282K	Buy	+325	New	+$282K	0.08%	45

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bob Robotti's WTM Position: Q2 2018 in Review

Bob Robotti sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 500 shares — an estimated $411K sold.

Bob Robotti first reported a position in WTM in Q2 2017 and held it in 4 quarters. The position peaked at $411K in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

Bob Robotti reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
Bob Robotti sold 500 White Mountains Insurance shares in Q2 2018, an estimated $411K.
Bob Robotti first reported a position in White Mountains Insurance in Q2 2017 and held it in 4 quarters.
Bob Robotti's White Mountains Insurance position peaked at $411K in Q1 2018.
227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Robotti Robert's 13F filing for Q2 2018, filed 7 Aug 2018.