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

Capital World 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
2020 Q1	–	Sell	-33,000	Closed	-$36.8M	–	558
2019 Q4	$36.8M	Hold	33,000	–	–	0.01%	371
2019 Q3	$35.6M	Hold	33,000	–	–	0.01%	364
2019 Q2	$33.7M	Hold	33,000	–	–	0.01%	381
2019 Q1	$30.5M	Hold	33,000	–	–	0.01%	388
2018 Q4	$28.3M	Hold	33,000	–	–	0.01%	396
2018 Q3	$30.9M	Sell	33,000 -18,800	-36%	-$17.4M	0.01%	424
2018 Q2	$47M	Hold	51,800	–	–	0.01%	374
2018 Q1	$42.6M	Buy	51,800 +2,500	+5%	+$2.06M	0.01%	366
2017 Q4	$42M	Buy	+49,300	New	+$43.1M	0.01%	369

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

Capital World Investors's WTM Position: Q1 2020 in Review

Capital World Investors sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 33,000 shares — an estimated $36.8M sold.

Capital World Investors first reported a position in WTM in Q4 2017 and held it in 9 quarters. The position peaked at $47M in Q2 2018. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Capital World Investors reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Capital World Investors sold 33,000 White Mountains Insurance shares in Q1 2020, an estimated $36.8M.
Capital World Investors first reported a position in White Mountains Insurance in Q4 2017 and held it in 9 quarters.
Capital World Investors's White Mountains Insurance position peaked at $47M in Q2 2018.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Capital World Investors's 13F filing for Q1 2020, filed 15 May 2020.