Daiwa Securities Group
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Daiwa Securities Group’s White Mountains Insurance WTM Stock Holding History

Daiwa Securities 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
2016
Q4 		– Sell
-1,600
Closed -$1.33M – 1057
2016
Q3 		$1.33M Sell
1,600
-100
-6% -$82.4K 0.01% 369
2016
Q2 		$1.43M Buy
+1,700
New +$1.39M 0.01% 346

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

Daiwa Securities Group's WTM Position: Q4 2016 in Review

Daiwa Securities Group sold out of White Mountains Insurance (WTM) in Q4 2016, closing a stake of 1,600 shares — an estimated $1.33M sold.

Daiwa Securities Group first reported a position in WTM in Q2 2016 and held it in 2 quarters. The position peaked at $1.43M in Q2 2016. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

  • Daiwa Securities Group reported no remaining White Mountains Insurance position as of Q4 2016 after selling out during the quarter.
  • Daiwa Securities Group sold 1,600 White Mountains Insurance shares in Q4 2016, an estimated $1.33M.
  • Daiwa Securities Group first reported a position in White Mountains Insurance in Q2 2016 and held it in 2 quarters.
  • Daiwa Securities Group's White Mountains Insurance position peaked at $1.43M in Q2 2016.
  • 203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

Based on Daiwa Securities Group's 13F filing for Q4 2016, filed 1 Feb 2017.