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Clinton Group’s White Mountains Insurance WTM Stock Holding History

Clinton Group’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
2017
Q3 		– Sell
-3,178
Closed -$2.76M – 626
2017
Q2 		$2.76M Buy
3,178
+802
+34% +$696K 0.28% 115
2017
Q1 		$2.09M Buy
2,376
+1,201
+102% +$1.08M 0.12% 250
2016
Q4 		$982K Buy
+1,175
New +$985K 0.06% 363
2016
Q2 		– Sell
-867
Closed -$696K – 1064
2016
Q1 		$696K Buy
+867
New +$649K 0.04% 530

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

Clinton Group's WTM Position: Q3 2017 in Review

Clinton Group sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 3,178 shares — an estimated $2.76M sold.

Clinton Group first reported a position in WTM in Q1 2016 and held it in 4 quarters. The position peaked at $2.76M in Q2 2017. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

  • Clinton Group reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
  • Clinton Group sold 3,178 White Mountains Insurance shares in Q3 2017, an estimated $2.76M.
  • Clinton Group first reported a position in White Mountains Insurance in Q1 2016 and held it in 4 quarters.
  • Clinton Group's White Mountains Insurance position peaked at $2.76M in Q2 2017.
  • 193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Clinton Group's 13F filing for Q3 2017, filed 14 Nov 2017.