Capital International Investors
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Capital International Investors’s White Mountains Insurance WTM Stock Holding History

Capital International Investors’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
2019
Q2 		– Sell
-18,800
Closed -$17.4M – 411
2019
Q1 		$17.4M Hold
18,800
– – 0.01% 331
2018
Q4 		$16.1M Hold
18,800
– – 0.01% 319
2018
Q3 		$17.6M Buy
+18,800
New +$17.4M 0.01% 331

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Capital International Investors's WTM Position: Q2 2019 in Review

Capital International Investors sold out of White Mountains Insurance (WTM) in Q2 2019, closing a stake of 18,800 shares — an estimated $17.4M sold.

Capital International Investors first reported a position in WTM in Q3 2018 and held it in 3 quarters. The position peaked at $17.6M in Q3 2018. 249 funds tracked by Wall St. Rank hold WTM as of Q2 2019.

  • Capital International Investors reported no remaining White Mountains Insurance position as of Q2 2019 after selling out during the quarter.
  • Capital International Investors sold 18,800 White Mountains Insurance shares in Q2 2019, an estimated $17.4M.
  • Capital International Investors first reported a position in White Mountains Insurance in Q3 2018 and held it in 3 quarters.
  • Capital International Investors's White Mountains Insurance position peaked at $17.6M in Q3 2018.
  • 249 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2019.

Based on Capital International Investors's 13F filing for Q2 2019, filed 14 Aug 2019.