Brand Asset Management Group’s White Mountains Insurance WTM Stock Holding History

Brand Asset Management 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
2020 Q1	–	Sell	-15	Closed	-$17K	–	326
2019 Q4	$17K	Hold	15	–	–	0.01%	199
2019 Q3	$16K	Hold	15	–	–	0.01%	201
2019 Q2	$15K	Hold	15	–	–	0.01%	213
2019 Q1	$14K	Buy	+15	New	+$13.6K	0.01%	199

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

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

ACM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

RRAM

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

LCOV

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

Brand Asset Management Group's WTM Position: Q1 2020 in Review

Brand Asset Management Group sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 15 shares — an estimated $17K sold.

Brand Asset Management Group first reported a position in WTM in Q1 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Brand Asset Management Group reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 15 White Mountains Insurance shares in Q1 2020, an estimated $17K.
Brand Asset Management Group first reported a position in White Mountains Insurance in Q1 2019 and held it in 4 quarters.
Brand Asset Management Group's White Mountains Insurance position peaked at $17K in Q4 2019.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.