Jupiter Investment Management’s White Mountains Insurance WTM Stock Holding History

Jupiter Investment 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 Q2	–	Sell	-15,524	Closed	-$12.8M	–	455
2018 Q1	$12.8M	Buy	15,524 +8,937	+136%	+$7.38M	0.1%	135
2017 Q4	$5.61M	Buy	6,587 +521	+9%	+$455K	0.05%	178
2017 Q3	$5.2M	Buy	6,066 +5,757	+1,863%	+$4.95M	0.05%	169
2017 Q2	$268K	Buy	+309	New	+$268K	﹤0.01%	340
2016 Q3	–	Sell	-711	Closed	-$598K	–	464
2016 Q2	$598K	Buy	+711	New	+$580K	0.01%	327

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

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

Jupiter Investment Management's WTM Position: Q2 2018 in Review

Jupiter Investment Management sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 15,524 shares — an estimated $12.8M sold.

Jupiter Investment Management first reported a position in WTM in Q2 2016 and held it in 5 quarters. The position peaked at $12.8M in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

Jupiter Investment Management reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
Jupiter Investment Management sold 15,524 White Mountains Insurance shares in Q2 2018, an estimated $12.8M.
Jupiter Investment Management first reported a position in White Mountains Insurance in Q2 2016 and held it in 5 quarters.
Jupiter Investment Management's White Mountains Insurance position peaked at $12.8M in Q1 2018.
227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.