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Gryphon Financial Partners’s White Mountains Insurance WTM Stock Holding History

Gryphon Financial 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
2018
Q3 		– Sell
-16
Closed -$15K – 830
2018
Q2 		$15K Hold
16
– – 0.01% 439
2018
Q1 		$13K Sell
16
-7
-30% -$5.78K 0.01% 467
2017
Q4 		$20K Buy
+23
New +$20.1K 0.01% 403

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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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Gryphon Financial Partners's WTM Position: Q3 2018 in Review

Gryphon Financial Partners sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 16 shares — an estimated $15K sold.

Gryphon Financial Partners first reported a position in WTM in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

  • Gryphon Financial Partners reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 16 White Mountains Insurance shares in Q3 2018, an estimated $15K.
  • Gryphon Financial Partners first reported a position in White Mountains Insurance in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's White Mountains Insurance position peaked at $20K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.