JGC
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J. Goldman & Co’s White Mountains Insurance WTM Stock Holding History

J. Goldman & Co’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 		– Sell
-6,913
Closed -$5.69M – 472
2018
Q1 		$5.69M Buy
+6,913
New +$5.71M 0.24% 115

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 $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J. Goldman & Co's WTM Position: Q2 2018 in Review

J. Goldman & Co sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 6,913 shares — an estimated $5.69M sold.

J. Goldman & Co first reported a position in WTM in Q1 2018 and held it in 1 quarter. The position peaked at $5.69M in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • J. Goldman & Co reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • J. Goldman & Co sold 6,913 White Mountains Insurance shares in Q2 2018, an estimated $5.69M.
  • J. Goldman & Co first reported a position in White Mountains Insurance in Q1 2018 and held it in 1 quarter.
  • J. Goldman & Co's White Mountains Insurance position peaked at $5.69M in Q1 2018.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on J. Goldman & Co's 13F filing for Q2 2018, filed 14 Aug 2018.