Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s White Mountains Insurance WTM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2023
Q1 		– Sell
-160
Closed -$226K – 1510
2022
Q4 		$226K Buy
+160
New +$217K ﹤0.01% 1134
2020
Q2 		– Sell
-100
Closed -$91K – 1004
2020
Q1 		$91K Buy
+100
New +$104K ﹤0.01% 655

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WTM Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of White Mountains Insurance (WTM) in Q1 2023, closing a stake of 160 shares — an estimated $226K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WTM in Q1 2020 and held it in 2 quarters. The position peaked at $226K in Q4 2022. 261 funds tracked by Wall St. Rank hold WTM as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining White Mountains Insurance position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 160 White Mountains Insurance shares in Q1 2023, an estimated $226K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in White Mountains Insurance in Q1 2020 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's White Mountains Insurance position peaked at $226K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.