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Henshaw Capital’s White Mountains Insurance WTM Stock Holding History

Henshaw Capital’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
2017
Q2 		– Sell
-571
Closed -$502K – 326
2017
Q1 		$502K Hold
571
– – 0.06% 139
2016
Q4 		$477K Hold
571
– – 0.06% 134
2016
Q3 		$474K Hold
571
– – 0.06% 127
2016
Q2 		$481K Sell
571
-161
-22% -$131K 0.06% 118
2016
Q1 		$588K Buy
+732
New +$548K 0.08% 110

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Henshaw Capital's WTM Position: Q2 2017 in Review

Henshaw Capital sold out of White Mountains Insurance (WTM) in Q2 2017, closing a stake of 571 shares — an estimated $502K sold.

Henshaw Capital first reported a position in WTM in Q1 2016 and held it in 5 quarters. The position peaked at $588K in Q1 2016. 205 funds tracked by Wall St. Rank hold WTM as of Q2 2017.

  • Henshaw Capital reported no remaining White Mountains Insurance position as of Q2 2017 after selling out during the quarter.
  • Henshaw Capital sold 571 White Mountains Insurance shares in Q2 2017, an estimated $502K.
  • Henshaw Capital first reported a position in White Mountains Insurance in Q1 2016 and held it in 5 quarters.
  • Henshaw Capital's White Mountains Insurance position peaked at $588K in Q1 2016.
  • 205 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2017.

Based on Henshaw Capital's 13F filing for Q2 2017, filed 28 May 2026.