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Jefferies Group’s White Mountains Insurance WTM Stock Holding History

Jefferies Group’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
2019
Q1 		– Sell
-689
Closed -$591K – 2679
2018
Q4 		$591K Buy
+689
New +$614K ﹤0.01% 1397
2018
Q2 		– Sell
-1,109
Closed -$912K – 2728
2018
Q1 		$912K Sell
1,109
-3,196
-74% -$2.64M ﹤0.01% 1244
2017
Q4 		$3.67M Buy
4,305
+3,265
+314% +$2.85M 0.02% 688
2017
Q3 		$891K Sell
1,040
-783
-43% -$673K 0.01% 1338
2017
Q2 		$1.58M Sell
1,823
-312
-15% -$271K 0.01% 1064
2017
Q1 		$1.88M Buy
2,135
+792
+59% +$709K 0.01% 950
2016
Q4 		$1.12M Buy
1,343
+1,102
+457% +$924K 0.01% 1211
2016
Q3 		$200K Sell
241
-195
-45% -$161K ﹤0.01% 1951
2016
Q2 		$367K Sell
436
-216
-33% -$176K ﹤0.01% 1569
2016
Q1 		$523K Sell
652
-359
-36% -$269K ﹤0.01% 1443
2015
Q4 		$735K Buy
+1,011
New +$774K ﹤0.01% 1327
2015
Q3 		– Sell
-176
Closed -$115K – 3115
2015
Q2 		$115K Buy
+176
New +$117K ﹤0.01% 2156

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jefferies Group's WTM Position: Q1 2019 in Review

Jefferies Group sold out of White Mountains Insurance (WTM) in Q1 2019, closing a stake of 689 shares — an estimated $591K sold.

Jefferies Group first reported a position in WTM in Q2 2015 and held it in 12 quarters. The position peaked at $3.67M in Q4 2017. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2019.

  • Jefferies Group reported no remaining White Mountains Insurance position as of Q1 2019 after selling out during the quarter.
  • Jefferies Group sold 689 White Mountains Insurance shares in Q1 2019, an estimated $591K.
  • Jefferies Group first reported a position in White Mountains Insurance in Q2 2015 and held it in 12 quarters.
  • Jefferies Group's White Mountains Insurance position peaked at $3.67M in Q4 2017.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2019.

Based on Jefferies Group's 13F filing for Q1 2019, filed 15 May 2019.