Echo Street Capital Management’s White Mountains Insurance WTM Stock Holding History

Echo Street Capital 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
2017 Q3	–	Sell	-4,280	Closed	-$3.72M	–	156
2017 Q2	$3.72M	Sell	4,280 -863	-17%	-$749K	0.14%	144
2017 Q1	$4.53M	Sell	5,143 -1,808	-26%	-$1.62M	0.15%	143
2016 Q4	$5.81M	Buy	+6,951	New	+$5.83M	0.23%	113
2015 Q3	–	Sell	-500	Closed	-$327K	–	219
2015 Q2	$327K	Buy	+500	New	+$332K	0.01%	144
2014 Q3	–	Sell	-6,207	Closed	-$3.78M	–	163
2014 Q2	$3.78M	Buy	6,207 +2,403	+63%	+$1.43M	0.25%	124
2014 Q1	$2.28M	Buy	+3,804	New	+$2.22M	0.18%	117

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Echo Street Capital Management's WTM Position: Q3 2017 in Review

Echo Street Capital Management sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 4,280 shares — an estimated $3.72M sold.

Echo Street Capital Management first reported a position in WTM in Q1 2014 and held it in 6 quarters. The position peaked at $5.81M in Q4 2016. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

Echo Street Capital Management reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
Echo Street Capital Management sold 4,280 White Mountains Insurance shares in Q3 2017, an estimated $3.72M.
Echo Street Capital Management first reported a position in White Mountains Insurance in Q1 2014 and held it in 6 quarters.
Echo Street Capital Management's White Mountains Insurance position peaked at $5.81M in Q4 2016.
193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Echo Street Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.