Campbell & Co Investment Adviser’s White Mountains Insurance WTM Stock Holding History

Campbell & Co Investment Adviser’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
2021 Q1	–	Sell	-300	Closed	-$300K	–	627
2020 Q4	$300K	Sell	300 -971	-76%	-$914K	0.18%	230
2020 Q3	$990K	Buy	+1,271	New	+$1.1M	0.74%	8
2020 Q1	–	Sell	-231	Closed	-$258K	–	535
2019 Q4	$258K	Sell	231 -211	-48%	-$230K	0.08%	484
2019 Q3	$477K	Buy	442 +139	+46%	+$148K	0.18%	192
2019 Q2	$310K	Buy	303 +76	+33%	+$73.1K	0.14%	300
2019 Q1	$210K	Buy	+227	New	+$206K	0.1%	428
2015 Q4	–	Sell	-400	Closed	-$299K	–	256
2015 Q3	$299K	Buy	+400	New	+$288K	0.2%	187
2015 Q1	–	Sell	-439	Closed	-$277K	–	293
2014 Q4	$277K	Buy	+439	New	+$279K	0.17%	167

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

ACM

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

RRAM

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

BlackRock New York $5.72T AUM 30.48% 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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Campbell & Co Investment Adviser's WTM Position: Q1 2021 in Review

Campbell & Co Investment Adviser sold out of White Mountains Insurance (WTM) in Q1 2021, closing a stake of 300 shares — an estimated $300K sold.

Campbell & Co Investment Adviser first reported a position in WTM in Q4 2014 and held it in 8 quarters. The position peaked at $990K in Q3 2020. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2021.

Campbell & Co Investment Adviser reported no remaining White Mountains Insurance position as of Q1 2021 after selling out during the quarter.
Campbell & Co Investment Adviser sold 300 White Mountains Insurance shares in Q1 2021, an estimated $300K.
Campbell & Co Investment Adviser first reported a position in White Mountains Insurance in Q4 2014 and held it in 8 quarters.
Campbell & Co Investment Adviser's White Mountains Insurance position peaked at $990K in Q3 2020.
245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2021.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2021, filed 14 May 2021.