Carillon Tower Advisers’s White Mountains Insurance WTM Stock Holding History

Carillon Tower Advisers’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 Q4	$10.4M	Buy	10,377 +3,302	+47%	+$3.11M	0.06%	332
2020 Q3	$5.51M	Sell	7,075 -2,575	-27%	-$2.23M	0.07%	321
2020 Q2	$8.57M	Sell	9,650 -1,775	-16%	-$1.6M	0.07%	309
2020 Q1	$10.4M	Sell	11,425 -3,625	-24%	-$3.75M	0.1%	266
2019 Q4	$16.8M	Sell	15,050 -150	-1%	-$164K	0.11%	280
2019 Q3	$16.4M	Sell	15,200 -1,450	-9%	-$1.55M	0.11%	275
2019 Q2	$17M	Hold	16,650	–	–	0.12%	272
2019 Q1	$15.4M	Buy	16,650 +375	+2%	+$340K	0.11%	278
2018 Q4	$14M	Hold	16,275	–	–	0.12%	259
2018 Q3	$15.2M	Sell	16,275 -2,175	-12%	-$2.02M	0.11%	276
2018 Q2	$16.7M	Buy	18,450 +6,000	+48%	+$5.29M	0.13%	243
2018 Q1	$10.2M	Buy	+12,450	New	+$10.3M	0.08%	299

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LCOV

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

Carillon Tower Advisers's WTM Position: Q4 2020 in Review

Carillon Tower Advisers increased its White Mountains Insurance (WTM) stake by 47% in Q4 2020, buying an estimated $3.11M and bringing the position to 10,377 shares worth $10.4M. The position accounts for 0.06% of the portfolio, ranked #332.

Carillon Tower Advisers first reported a position in WTM in Q1 2018 and has held it in 12 quarters since. The position peaked at $17M in Q2 2019. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

Carillon Tower Advisers held 10,377 shares of White Mountains Insurance worth $10.4M as of Q4 2020.
Carillon Tower Advisers bought 3,302 White Mountains Insurance shares in Q4 2020, an estimated $3.11M.
White Mountains Insurance made up 0.06% of Carillon Tower Advisers's portfolio in Q4 2020, its #332 holding.
Carillon Tower Advisers first reported a position in White Mountains Insurance in Q1 2018 and has held it in 12 quarters since.
Carillon Tower Advisers's White Mountains Insurance position peaked at $17M in Q2 2019.
234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.