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Burgundy Asset Management’s White Mountains Insurance WTM Stock Holding History

Burgundy Asset 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
-29,401
Closed -$32.8M – 119
2019
Q4 		$32.8M Sell
29,401
-585
-2% -$638K 0.32% 64
2019
Q3 		$32.4M Buy
29,986
+445
+2% +$475K 0.32% 63
2019
Q2 		$30.2M Buy
29,541
+98
+0.3% +$94.3K 0.3% 63
2019
Q1 		$27.2M Sell
29,443
-6,872
-19% -$6.23M 0.28% 65
2018
Q4 		$31.1M Buy
36,315
+426
+1% +$380K 0.33% 63
2018
Q3 		$33.6M Sell
35,889
-1,950
-5% -$1.81M 0.31% 65
2018
Q2 		$34.3M Sell
37,839
-1,813
-5% -$1.6M 0.33% 64
2018
Q1 		$32.6M Buy
39,652
+7,344
+23% +$6.06M 0.31% 67
2017
Q4 		$27.5M Buy
32,308
+23,123
+252% +$20.2M 0.25% 67
2017
Q3 		$7.87M Buy
9,185
+519
+6% +$446K 0.07% 86
2017
Q2 		$7.53M Buy
8,666
+189
+2% +$164K 0.07% 88
2017
Q1 		$7.46M Buy
8,477
+648
+8% +$580K 0.07% 87
2016
Q4 		$6.54M Buy
7,829
+306
+4% +$256K 0.06% 86
2016
Q3 		$6.24M Buy
7,523
+460
+7% +$379K 0.06% 83
2016
Q2 		$5.95M Sell
7,063
-706
-9% -$576K 0.06% 89
2016
Q1 		$6.24M Sell
7,769
-4,537
-37% -$3.39M 0.06% 89
2015
Q4 		$8.94M Buy
12,306
+167
+1% +$128K 0.1% 81
2015
Q3 		$9.07M Buy
12,139
+209
+2% +$150K 0.1% 78
2015
Q2 		$7.81M Buy
11,930
+702
+6% +$466K 0.09% 77
2015
Q1 		$7.69M Buy
11,228
+146
+1% +$96.3K 0.09% 77
2014
Q4 		$6.98M Buy
11,082
+322
+3% +$205K 0.08% 76
2014
Q3 		$6.78M Buy
10,760
+1,125
+12% +$702K 0.08% 75
2014
Q2 		$5.86M Buy
9,635
+2,692
+39% +$1.6M 0.07% 78
2014
Q1 		$4.17M Buy
6,943
+320
+5% +$187K 0.05% 84
2013
Q4 		$3.99M Buy
+6,623
New +$3.9M 0.05% 85

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
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

Burgundy Asset Management's WTM Position: Q1 2020 in Review

Burgundy Asset Management sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 29,401 shares — an estimated $32.8M sold.

Burgundy Asset Management first reported a position in WTM in Q4 2013 and held it in 25 quarters. The position peaked at $34.3M in Q2 2018. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

  • Burgundy Asset Management reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
  • Burgundy Asset Management sold 29,401 White Mountains Insurance shares in Q1 2020, an estimated $32.8M.
  • Burgundy Asset Management first reported a position in White Mountains Insurance in Q4 2013 and held it in 25 quarters.
  • Burgundy Asset Management's White Mountains Insurance position peaked at $34.3M in Q2 2018.
  • 228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Burgundy Asset Management's 13F filing for Q1 2020, filed 14 May 2020.