Elkfork Partners’s White Mountains Insurance WTM Stock Holding History

Elkfork Partners’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
2019 Q3	$367K	Sell	340 -1,258	-79%	-$1.34M	0.01%	668
2019 Q2	$1.63M	Buy	1,598 +272	+21%	+$262K	0.04%	302
2019 Q1	$1.23M	Sell	1,326 -68	-5%	-$61.6K	0.03%	349
2018 Q4	$1.2M	Buy	1,394 +408	+41%	+$364K	0.03%	325
2018 Q3	$923K	Buy	986 +544	+123%	+$504K	0.02%	399
2018 Q2	$401K	Buy	442 +68	+18%	+$59.9K	0.01%	596
2018 Q1	$308K	Buy	+374	New	+$309K	0.01%	669
2017 Q3	–	Sell	-612	Closed	-$532K	–	1015
2017 Q2	$532K	Sell	612 -374	-38%	-$324K	0.02%	481
2017 Q1	$868K	Buy	+986	New	+$883K	0.03%	337

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

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

ACM

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

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

LCOV

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

Elkfork Partners's WTM Position: Q3 2019 in Review

Elkfork Partners reduced its White Mountains Insurance (WTM) stake by 79% in Q3 2019, selling an estimated $1.34M and leaving 340 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #668.

Elkfork Partners first reported a position in WTM in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2019. 248 funds tracked by Wall St. Rank hold WTM as of Q3 2019.

Elkfork Partners held 340 shares of White Mountains Insurance worth $367K as of Q3 2019.
Elkfork Partners sold 1,258 White Mountains Insurance shares in Q3 2019, an estimated $1.34M.
White Mountains Insurance made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #668 holding.
Elkfork Partners first reported a position in White Mountains Insurance in Q1 2017 and has held it in 9 quarters since.
Elkfork Partners's White Mountains Insurance position peaked at $1.63M in Q2 2019.
248 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.