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Curian Capital’s White Mountains Insurance WTM Stock Holding History

Curian Capital’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
2016
Q1 		– Sell
-668
Closed -$486K – 386
2015
Q4 		$486K Sell
668
-1,415
-68% -$1.08M 0.04% 284
2015
Q3 		$1.56M Sell
2,083
-842
-29% -$606K 0.04% 290
2015
Q2 		$1.92M Sell
2,925
-10
-0.3% -$6.63K 0.03% 337
2015
Q1 		$2.01M Buy
2,935
+128
+5% +$84.4K 0.03% 330
2014
Q4 		$1.77M Buy
2,807
+92
+3% +$58.5K 0.03% 325
2014
Q3 		$1.71M Sell
2,715
-23
-0.8% -$14.4K 0.03% 321
2014
Q2 		$1.67M Buy
2,738
+34
+1% +$20.2K 0.03% 326
2014
Q1 		$1.62M Buy
2,704
+119
+5% +$69.4K 0.03% 334
2013
Q4 		$1.56M Buy
2,585
+507
+24% +$299K 0.03% 317
2013
Q3 		$1.18M Buy
2,078
+162
+8% +$94.1K 0.02% 352
2013
Q2 		$1.1M Buy
+1,916
New +$1.12M 0.02% 346

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Curian Capital's WTM Position: Q1 2016 in Review

Curian Capital sold out of White Mountains Insurance (WTM) in Q1 2016, closing a stake of 668 shares — an estimated $486K sold.

Curian Capital first reported a position in WTM in Q2 2013 and held it in 11 quarters. The position peaked at $2.01M in Q1 2015. 196 funds tracked by Wall St. Rank hold WTM as of Q1 2016.

  • Curian Capital reported no remaining White Mountains Insurance position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 668 White Mountains Insurance shares in Q1 2016, an estimated $486K.
  • Curian Capital first reported a position in White Mountains Insurance in Q2 2013 and held it in 11 quarters.
  • Curian Capital's White Mountains Insurance position peaked at $2.01M in Q1 2015.
  • 196 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.