Horizon Kinetics’s White Mountains Insurance WTM Stock Holding History

Horizon Kinetics’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 Q4	$456K	Hold	532	–	–	0.01%	251
2018 Q3	$498K	Hold	532	–	–	0.01%	267
2018 Q2	$482K	Hold	532	–	–	0.01%	272
2018 Q1	$438K	Hold	532	–	–	0.01%	291
2017 Q4	$453K	Hold	532	–	–	0.01%	291
2017 Q3	$456K	Hold	532	–	–	0.01%	283
2017 Q2	$462K	Sell	532 -157	-23%	-$136K	0.02%	295
2017 Q1	$606K	Hold	689	–	–	0.02%	260
2016 Q4	$576K	Buy	+689	New	+$577K	0.02%	261
2016 Q3	–	Sell	-689	Closed	-$580K	–	519
2016 Q2	$580K	Hold	689	–	–	0.01%	284
2016 Q1	$553K	Sell	689 -171	-20%	-$128K	0.01%	292
2015 Q4	$625K	Hold	860	–	–	0.01%	272
2015 Q3	$643K	Buy	860 +132	+18%	+$95K	0.01%	351
2015 Q2	$477K	Hold	728	–	–	0.01%	408
2015 Q1	$498K	Hold	728	–	–	0.01%	408
2014 Q4	$459K	Sell	728 -356	-33%	-$226K	0.01%	420
2014 Q3	$683K	Hold	1,084	–	–	0.01%	380
2014 Q2	$660K	Sell	1,084 -940	-46%	-$560K	0.01%	398
2014 Q1	$1.21M	Sell	2,024 -7,714	-79%	-$4.5M	0.02%	218
2013 Q4	$5.87M	Sell	9,738 -5,089	-34%	-$3M	0.07%	106
2013 Q3	$8.42M	Sell	14,827 -1,072	-7%	-$623K	0.12%	87
2013 Q2	$9.14M	Buy	+15,899	New	+$9.28M	0.13%	86

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horizon Kinetics's WTM Position: Q4 2018 in Review

Horizon Kinetics held its White Mountains Insurance (WTM) position steady in Q4 2018 at 532 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #251.

Horizon Kinetics first reported a position in WTM in Q2 2013 and has held it in 22 quarters since. The position peaked at $9.14M in Q2 2013. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

Horizon Kinetics held 532 shares of White Mountains Insurance worth $456K as of Q4 2018.
Horizon Kinetics left its White Mountains Insurance share count unchanged in Q4 2018.
White Mountains Insurance made up 0.01% of Horizon Kinetics's portfolio in Q4 2018, its #251 holding.
Horizon Kinetics first reported a position in White Mountains Insurance in Q2 2013 and has held it in 22 quarters since.
Horizon Kinetics's White Mountains Insurance position peaked at $9.14M in Q2 2013.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.