Impax Asset Management’s White Mountains Insurance WTM Stock Holding History

Impax Asset 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	$21.6M	Sell	23,829 -10,000	-30%	-$8.81M	1.28%	16
2018 Q1	$27.8M	Sell	33,829 -800	-2%	-$660K	1.61%	8
2017 Q4	$29.5M	Hold	34,629	–	–	1.69%	6
2017 Q3	$29.7M	Buy	34,629 +3,124	+10%	+$2.69M	1.7%	8
2017 Q2	$27.4M	Buy	31,505 +10,688	+51%	+$9.27M	1.54%	12
2017 Q1	$18.3M	Sell	20,817 -8,698	-29%	-$7.79M	1.02%	33
2016 Q4	$24.7M	Buy	29,515 +5,220	+21%	+$4.37M	1.4%	12
2016 Q3	$20.2M	Hold	24,295	–	–	1.15%	25
2016 Q2	$20.5M	Sell	24,295 -8,789	-27%	-$7.17M	1.19%	26
2016 Q1	$26.6M	Sell	33,084 -1,332	-4%	-$996K	1.42%	12
2015 Q4	$25M	Sell	34,416 -27	-0.1%	-$20.7K	1.39%	19
2015 Q3	$25.7M	Buy	34,443 +2,807	+9%	+$2.02M	1.53%	14
2015 Q2	$20.7M	Buy	31,636 +12,450	+65%	+$8.26M	1.11%	28
2015 Q1	$13.1M	Buy	+19,186	New	+$12.7M	0.72%	53

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Impax Asset Management's WTM Position: Q2 2018 in Review

Impax Asset Management reduced its White Mountains Insurance (WTM) stake by 30% in Q2 2018, selling an estimated $8.81M and leaving 23,829 shares worth $21.6M. The position accounts for 1.28% of the portfolio, ranked #16.

Impax Asset Management first reported a position in WTM in Q1 2015 and has held it in 14 quarters since. The position peaked at $29.7M in Q3 2017. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

Impax Asset Management held 23,829 shares of White Mountains Insurance worth $21.6M as of Q2 2018.
Impax Asset Management sold 10,000 White Mountains Insurance shares in Q2 2018, an estimated $8.81M.
White Mountains Insurance made up 1.28% of Impax Asset Management's portfolio in Q2 2018, its #16 holding.
Impax Asset Management first reported a position in White Mountains Insurance in Q1 2015 and has held it in 14 quarters since.
Impax Asset Management's White Mountains Insurance position peaked at $29.7M in Q3 2017.
227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Impax Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.