FMII
WTM icon

Farmers & Merchants Investments Inc’s White Mountains Insurance WTM Stock Holding History

Farmers & Merchants Investments Inc’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
2013
Q3 		– Sell
-23
Closed -$13K – 681
2013
Q2 		$13K Buy
+23
New +$13.4K ﹤0.01% 443

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Farmers & Merchants Investments Inc's WTM Position: Q3 2013 in Review

Farmers & Merchants Investments Inc sold out of White Mountains Insurance (WTM) in Q3 2013, closing a stake of 23 shares — an estimated $13K sold.

Farmers & Merchants Investments Inc first reported a position in WTM in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 180 funds tracked by Wall St. Rank hold WTM as of Q3 2013.

  • Farmers & Merchants Investments Inc reported no remaining White Mountains Insurance position as of Q3 2013 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 23 White Mountains Insurance shares in Q3 2013, an estimated $13K.
  • Farmers & Merchants Investments Inc first reported a position in White Mountains Insurance in Q2 2013 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's White Mountains Insurance position peaked at $13K in Q2 2013.
  • 180 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2013.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2013, filed 28 Oct 2013.