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Hermes Investment Management’s White Mountains Insurance WTM Stock Holding History

Hermes Investment 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 		$25.5M Buy
28,139
+635
+2% +$559K 0.34% 106
2018
Q1 		$22.6M Sell
27,504
-146
-0.5% -$121K 0.33% 102
2017
Q4 		$23.5M Sell
27,650
-2,825
-9% -$2.47M 0.34% 104
2017
Q3 		$26.1M Sell
30,475
-1,998
-6% -$1.72M 0.39% 89
2017
Q2 		$28.2M Sell
32,473
-2,073
-6% -$1.8M 0.46% 85
2017
Q1 		$30.4M Buy
34,546
+946
+3% +$847K 0.49% 81
2016
Q4 		$28.1M Buy
33,600
+8,428
+33% +$7.06M 0.48% 81
2016
Q3 		$20.9M Buy
25,172
+2,204
+10% +$1.82M 0.35% 105
2016
Q2 		$19.3M Buy
22,968
+7,710
+51% +$6.29M 0.39% 95
2016
Q1 		$12.3M Sell
15,258
-11,955
-44% -$8.94M 0.26% 116
2015
Q4 		$19.8M Buy
27,213
+1,324
+5% +$1.01M 0.45% 93
2015
Q3 		$19.3M Sell
25,889
-281
-1% -$202K 0.5% 94
2015
Q2 		$17.1M Buy
26,170
+114
+0.4% +$75.6K 0.39% 112
2015
Q1 		$17.8M Buy
26,056
+4,091
+19% +$2.7M 0.41% 110
2014
Q4 		$13.8M Sell
21,965
-21,052
-49% -$13.4M 0.36% 112
2014
Q3 		$27.1M Buy
43,017
+609
+1% +$380K 0.7% 65
2014
Q2 		$25.8M Sell
42,408
-8,792
-17% -$5.24M 0.71% 62
2014
Q1 		$30.7M Sell
51,200
-1,755
-3% -$1.02M 0.97% 50
2013
Q4 		$31.9M Buy
52,955
+3,200
+6% +$1.89M 0.97% 48
2013
Q3 		$28.2M Buy
49,755
+6,363
+15% +$3.7M 0.95% 52
2013
Q2 		$24.9M Buy
+43,392
New +$25.3M 0.97% 46

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 $580B AUM 38.23% 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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hermes Investment Management's WTM Position: Q2 2018 in Review

Hermes Investment Management increased its White Mountains Insurance (WTM) stake by 2.3% in Q2 2018, buying an estimated $559K and bringing the position to 28,139 shares worth $25.5M. The position accounts for 0.34% of the portfolio, ranked #106.

Hermes Investment Management first reported a position in WTM in Q2 2013 and has held it in 21 quarters since. The position peaked at $31.9M in Q4 2013. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • Hermes Investment Management held 28,139 shares of White Mountains Insurance worth $25.5M as of Q2 2018.
  • Hermes Investment Management bought 635 White Mountains Insurance shares in Q2 2018, an estimated $559K.
  • White Mountains Insurance made up 0.34% of Hermes Investment Management's portfolio in Q2 2018, its #106 holding.
  • Hermes Investment Management first reported a position in White Mountains Insurance in Q2 2013 and has held it in 21 quarters since.
  • Hermes Investment Management's White Mountains Insurance position peaked at $31.9M in Q4 2013.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.