DC Investments Management’s White Mountains Insurance WTM Stock Holding History

DC Investments Management’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 Q3	–	Sell	-338	Closed	-$300K	–	305
2020 Q2	$300K	Sell	338 -133	-28%	-$120K	0.11%	216
2020 Q1	$429K	Buy	471 +22	+5%	+$22.8K	0.35%	103
2019 Q4	$501K	Sell	449 -14	-3%	-$15.3K	0.38%	117
2019 Q3	$500K	Sell	463 -48	-9%	-$51.2K	0.29%	131
2019 Q2	$522K	Sell	511 -93	-15%	-$89.5K	0.29%	142
2019 Q1	$559K	Hold	604	–	–	0.35%	124
2018 Q4	$518K	Buy	604 +158	+35%	+$141K	0.42%	116
2018 Q3	$417K	Sell	446 -6	-1%	-$5.56K	0.28%	205
2018 Q2	$410K	Buy	+452	New	+$398K	0.26%	249

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

DC Investments Management's WTM Position: Q3 2020 in Review

DC Investments Management sold out of White Mountains Insurance (WTM) in Q3 2020, closing a stake of 338 shares — an estimated $300K sold.

DC Investments Management first reported a position in WTM in Q2 2018 and held it in 9 quarters. The position peaked at $559K in Q1 2019. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

DC Investments Management reported no remaining White Mountains Insurance position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 338 White Mountains Insurance shares in Q3 2020, an estimated $300K.
DC Investments Management first reported a position in White Mountains Insurance in Q2 2018 and held it in 9 quarters.
DC Investments Management's White Mountains Insurance position peaked at $559K in Q1 2019.
223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.