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GoodHaven Capital Management’s White Mountains Insurance WTM Stock Holding History

GoodHaven 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
2018
Q2 		– Sell
-5,441
Closed -$4.47M – 23
2018
Q1 		$4.47M Sell
5,441
-3,097
-36% -$2.56M 2.92% 12
2017
Q4 		$7.27M Sell
8,538
-10
-0.1% -$8.74K 3.56% 12
2017
Q3 		$7.33M Sell
8,548
-5
-0.1% -$4.3K 3.71% 11
2017
Q2 		$7.43M Sell
8,553
-10
-0.1% -$8.68K 3.71% 12
2017
Q1 		$7.53M Sell
8,563
-9,026
-51% -$8.08M 3.38% 12
2016
Q4 		$14.7M Sell
17,589
-5,120
-23% -$4.29M 5.93% 4
2016
Q3 		$18.8M Hold
22,709
– – 6.3% 3
2016
Q2 		$19.1M Sell
22,709
-10
-0% -$8.16K 6.56% 3
2016
Q1 		$18.2M Buy
22,719
+10
+0% +$7.48K 6.47% 4
2015
Q4 		$16.5M Sell
22,709
-95
-0.4% -$72.8K 6.41% 4
2015
Q3 		$17M Sell
22,804
-5,632
-20% -$4.05M 6.6% 6
2015
Q2 		$18.6M Sell
28,436
-5,085
-15% -$3.37M 5.91% 7
2015
Q1 		$22.9M Sell
33,521
-4,300
-11% -$2.84M 7.01% 7
2014
Q4 		$23.8M Sell
37,821
-5,104
-12% -$3.25M 5.82% 6
2014
Q3 		$27M Sell
42,925
-30
-0.1% -$18.7K 5.52% 7
2014
Q2 		$26.1M Buy
42,955
+5
+0% +$2.98K 4.68% 8
2014
Q1 		$25.8M Buy
42,950
+5,995
+16% +$3.5M 4.83% 7
2013
Q4 		$22.3M Buy
36,955
+3,057
+9% +$1.8M 4.58% 8
2013
Q3 		$19.2M Buy
33,898
+6,380
+23% +$3.7M 4.56% 9
2013
Q2 		$15.8M Buy
+27,518
New +$16.1M 3.98% 11

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GoodHaven Capital Management's WTM Position: Q2 2018 in Review

GoodHaven Capital Management sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 5,441 shares — an estimated $4.47M sold.

GoodHaven Capital Management first reported a position in WTM in Q2 2013 and held it in 20 quarters. The position peaked at $27M in Q3 2014. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • GoodHaven Capital Management reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • GoodHaven Capital Management sold 5,441 White Mountains Insurance shares in Q2 2018, an estimated $4.47M.
  • GoodHaven Capital Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 20 quarters.
  • GoodHaven Capital Management's White Mountains Insurance position peaked at $27M in Q3 2014.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on GoodHaven Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.