Jacobs Levy Equity Management’s White Mountains Insurance WTM Stock Holding History

Jacobs Levy Equity 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 Q3	–	Sell	-3,666	Closed	-$3.32M	–	1084
2018 Q2	$3.32M	Sell	3,666 -7,692	-68%	-$6.78M	0.05%	393
2018 Q1	$9.34M	Buy	11,358 +6,974	+159%	+$5.76M	0.16%	190
2017 Q4	$3.73M	Buy	4,384 +943	+27%	+$824K	0.07%	329
2017 Q3	$2.95M	Sell	3,441 -2,098	-38%	-$1.8M	0.06%	350
2017 Q2	$4.81M	Buy	5,539 +1,898	+52%	+$1.65M	0.1%	239
2017 Q1	$3.2M	Buy	3,641 +659	+22%	+$590K	0.06%	323
2016 Q4	$2.49M	Sell	2,982 -4,350	-59%	-$3.65M	0.05%	379
2016 Q3	$6.09M	Sell	7,332 -611	-8%	-$503K	0.11%	234
2016 Q2	$6.69M	Buy	7,943 +4,656	+142%	+$3.8M	0.14%	198
2016 Q1	$2.64M	Buy	+3,287	New	+$2.46M	0.06%	345

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

LCOV

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

Jacobs Levy Equity Management's WTM Position: Q3 2018 in Review

Jacobs Levy Equity Management sold out of White Mountains Insurance (WTM) in Q3 2018, closing a stake of 3,666 shares — an estimated $3.32M sold.

Jacobs Levy Equity Management first reported a position in WTM in Q1 2016 and held it in 10 quarters. The position peaked at $9.34M in Q1 2018. 239 funds tracked by Wall St. Rank hold WTM as of Q3 2018.

Jacobs Levy Equity Management reported no remaining White Mountains Insurance position as of Q3 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 3,666 White Mountains Insurance shares in Q3 2018, an estimated $3.32M.
Jacobs Levy Equity Management first reported a position in White Mountains Insurance in Q1 2016 and held it in 10 quarters.
Jacobs Levy Equity Management's White Mountains Insurance position peaked at $9.34M in Q1 2018.
239 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2018, filed 14 Nov 2018.