JHP
WTM icon

James Hambro & Partners’s White Mountains Insurance WTM Stock Holding History

James Hambro & Partners’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
2020
Q4 		– Sell
-3,570
Closed -$746K – 99
2020
Q3 		$746K Buy
+3,570
New +$3.09M 0.11% 31

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

James Hambro & Partners's WTM Position: Q4 2020 in Review

James Hambro & Partners sold out of White Mountains Insurance (WTM) in Q4 2020, closing a stake of 3,570 shares — an estimated $746K sold.

James Hambro & Partners first reported a position in WTM in Q3 2020 and held it in 1 quarter. The position peaked at $746K in Q3 2020. 234 funds tracked by Wall St. Rank hold WTM as of Q4 2020.

  • James Hambro & Partners reported no remaining White Mountains Insurance position as of Q4 2020 after selling out during the quarter.
  • James Hambro & Partners sold 3,570 White Mountains Insurance shares in Q4 2020, an estimated $746K.
  • James Hambro & Partners first reported a position in White Mountains Insurance in Q3 2020 and held it in 1 quarter.
  • James Hambro & Partners's White Mountains Insurance position peaked at $746K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2020.

Based on James Hambro & Partners's 13F filing for Q4 2020, filed 14 Jan 2021.