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HBK Investments’s White Mountains Insurance WTM Stock Holding History

HBK Investments’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
Q1 		– Sell
-300
Closed -$257K – 1381
2018
Q4 		$257K Buy
+300
New +$267K ﹤0.01% 1071
2018
Q1 		– Sell
-1,286
Closed -$1.09M – 1162
2017
Q4 		$1.09M Sell
1,286
-891
-41% -$779K 0.01% 589
2017
Q3 		$1.87M Sell
2,177
-623
-22% -$536K 0.01% 467
2017
Q2 		$2.43M Buy
2,800
+973
+53% +$844K 0.02% 365
2017
Q1 		$1.61M Sell
1,827
-373
-17% -$334K 0.01% 358
2016
Q4 		$1.84M Buy
2,200
+1,266
+136% +$1.06M 0.02% 351
2016
Q3 		$775K Buy
934
+166
+22% +$137K 0.01% 566
2016
Q2 		$647K Sell
768
-532
-41% -$434K ﹤0.01% 677
2016
Q1 		$1.04M Hold
1,300
– – 0.01% 580
2015
Q4 		$945K Buy
1,300
+1,000
+333% +$766K 0.01% 598
2015
Q3 		$224K Sell
300
-369
-55% -$266K ﹤0.01% 917
2015
Q2 		$438K Sell
669
-201
-23% -$133K ﹤0.01% 751
2015
Q1 		$596K Buy
870
+70
+9% +$46.2K 0.01% 698
2014
Q4 		$504K Buy
800
+279
+54% +$177K 0.01% 729
2014
Q3 		$328K Sell
521
-2,393
-82% -$1.49M 0.01% 816
2014
Q2 		$1.77M Sell
2,914
-684
-19% -$407K 0.04% 379
2014
Q1 		$2.16M Buy
3,598
+1,398
+64% +$816K 0.04% 309
2013
Q4 		$1.33M Buy
2,200
+661
+43% +$390K 0.03% 388
2013
Q3 		$874K Sell
1,539
-261
-15% -$152K 0.01% 490
2013
Q2 		$1.03M Buy
+1,800
New +$1.05M 0.02% 399

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HBK Investments's WTM Position: Q1 2019 in Review

HBK Investments sold out of White Mountains Insurance (WTM) in Q1 2019, closing a stake of 300 shares — an estimated $257K sold.

HBK Investments first reported a position in WTM in Q2 2013 and held it in 20 quarters. The position peaked at $2.43M in Q2 2017. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2019.

  • HBK Investments reported no remaining White Mountains Insurance position as of Q1 2019 after selling out during the quarter.
  • HBK Investments sold 300 White Mountains Insurance shares in Q1 2019, an estimated $257K.
  • HBK Investments first reported a position in White Mountains Insurance in Q2 2013 and held it in 20 quarters.
  • HBK Investments's White Mountains Insurance position peaked at $2.43M in Q2 2017.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2019.

Based on HBK Investments's 13F filing for Q1 2019, filed 15 May 2019.