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

Bogle 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
2020 Q1	–	Sell	-500	Closed	-$558K	–	355
2019 Q4	$558K	Buy	+500	New	+$545K	0.05%	213
2019 Q1	–	Sell	-941	Closed	-$807K	–	395
2018 Q4	$807K	Sell	941 -4,146	-82%	-$3.7M	0.06%	240
2018 Q3	$4.76M	Buy	+5,087	New	+$4.72M	0.34%	97
2017 Q2	–	Sell	-11,314	Closed	-$9.95M	–	380
2017 Q1	$9.95M	Buy	+11,314	New	+$10.1M	0.69%	66

Other funds holding WTM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Bogle Investment Management's WTM Position: Q1 2020 in Review

Bogle Investment Management sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 500 shares — an estimated $558K sold.

Bogle Investment Management first reported a position in WTM in Q1 2017 and held it in 4 quarters. The position peaked at $9.95M in Q1 2017. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Bogle Investment Management reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Bogle Investment Management sold 500 White Mountains Insurance shares in Q1 2020, an estimated $558K.
Bogle Investment Management first reported a position in White Mountains Insurance in Q1 2017 and held it in 4 quarters.
Bogle Investment Management's White Mountains Insurance position peaked at $9.95M in Q1 2017.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.