Factorial Partners’s White Mountains Insurance WTM Stock Holding History

Factorial 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 Q2	–	Sell	-347	Closed	-$321K	–	126
2019 Q1	$321K	Sell	347 -670	-66%	-$607K	0.3%	105
2018 Q4	$872K	Sell	1,017 -110	-10%	-$98K	0.91%	35
2018 Q3	$1.05M	Sell	1,127 -70	-6%	-$64.9K	0.91%	37
2018 Q2	$1.09M	Sell	1,197 -1,323	-53%	-$1.17M	0.97%	32
2018 Q1	$2.07M	Buy	2,520 +2,425	+2,553%	+$2M	1.89%	15
2017 Q4	$80.9K	Buy	+95	New	+$83K	0.07%	98

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

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

ACM

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

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

WCM

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

Factorial Partners's WTM Position: Q2 2019 in Review

Factorial Partners sold out of White Mountains Insurance (WTM) in Q2 2019, closing a stake of 347 shares — an estimated $321K sold.

Factorial Partners first reported a position in WTM in Q4 2017 and held it in 6 quarters. The position peaked at $2.07M in Q1 2018. 249 funds tracked by Wall St. Rank hold WTM as of Q2 2019.

Factorial Partners reported no remaining White Mountains Insurance position as of Q2 2019 after selling out during the quarter.
Factorial Partners sold 347 White Mountains Insurance shares in Q2 2019, an estimated $321K.
Factorial Partners first reported a position in White Mountains Insurance in Q4 2017 and held it in 6 quarters.
Factorial Partners's White Mountains Insurance position peaked at $2.07M in Q1 2018.
249 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2019.

Based on Factorial Partners's 13F filing for Q2 2019, filed 15 Aug 2019.