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

Jacobs 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
2014 Q2	–	Sell	-6,000	Closed	-$3.6M	–	48
2014 Q1	$3.6M	Sell	6,000 -1,500	-20%	-$875K	0.96%	33
2013 Q4	$4.52M	Hold	7,500	–	–	1.18%	28
2013 Q3	$4.26M	Sell	7,500 -1,000	-12%	-$581K	1.15%	31
2013 Q2	$4.89M	Buy	+8,500	New	+$4.96M	1.11%	34

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LCOV

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Jacobs Asset Management's WTM Position: Q2 2014 in Review

Jacobs Asset Management sold out of White Mountains Insurance (WTM) in Q2 2014, closing a stake of 6,000 shares — an estimated $3.6M sold.

Jacobs Asset Management first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $4.89M in Q2 2013. 183 funds tracked by Wall St. Rank hold WTM as of Q2 2014.

Jacobs Asset Management reported no remaining White Mountains Insurance position as of Q2 2014 after selling out during the quarter.
Jacobs Asset Management sold 6,000 White Mountains Insurance shares in Q2 2014, an estimated $3.6M.
Jacobs Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
Jacobs Asset Management's White Mountains Insurance position peaked at $4.89M in Q2 2013.
183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2014.

Based on Jacobs Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.