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Ladenburg Thalmann Financial Services’s White Mountains Insurance WTM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$528K Sell
472
-13
-3% -$14.2K ﹤0.01% 1771
2019
Q3 		$524K Sell
485
-8
-2% -$8.53K ﹤0.01% 1728
2019
Q2 		$506K Buy
493
+48
+11% +$46.2K ﹤0.01% 1735
2019
Q1 		$412K Buy
445
+3
+0.7% +$2.72K ﹤0.01% 1840
2018
Q4 		$378K Buy
442
+207
+88% +$184K ﹤0.01% 1747
2018
Q3 		$220K Sell
235
-155
-40% -$144K ﹤0.01% 2240
2018
Q2 		$320K Hold
390
– – ﹤0.01% 1892
2018
Q1 		$320K Sell
390
-110
-22% -$90.8K ﹤0.01% 1892
2017
Q4 		$425K Sell
500
-125
-20% -$109K ﹤0.01% 1663
2017
Q3 		$535K Sell
625
-3
-0.5% -$2.58K 0.01% 1420
2017
Q2 		$545K Sell
628
-29
-4% -$25.2K 0.01% 1332
2017
Q1 		$578K Buy
657
+108
+20% +$96.7K 0.01% 1235
2016
Q4 		$459K Buy
549
+50
+10% +$41.9K 0.01% 1310
2016
Q3 		$413K Buy
499
+76
+18% +$62.6K 0.01% 1300
2016
Q2 		$356K Buy
423
+248
+142% +$202K 0.01% 1329
2016
Q1 		$141K Buy
175
+19
+12% +$14.2K ﹤0.01% 1838
2015
Q4 		$113K Buy
156
+4
+3% +$3.06K ﹤0.01% 1967
2015
Q3 		$113K Sell
152
-10
-6% -$7.2K ﹤0.01% 1896
2015
Q2 		$108K Buy
162
+1
+0.6% +$663 ﹤0.01% 2042
2015
Q1 		$110K Sell
161
-14
-8% -$9.24K ﹤0.01% 2019
2014
Q4 		$113K Buy
175
+14
+9% +$8.9K ﹤0.01% 1818
2014
Q3 		$101K Buy
161
+4
+3% +$2.5K ﹤0.01% 1592
2014
Q2 		$96K Buy
157
+19
+14% +$11.3K ﹤0.01% 1637
2014
Q1 		$83K Sell
138
-15
-10% -$8.75K ﹤0.01% 1620
2013
Q4 		$92K Hold
153
– – ﹤0.01% 1520
2013
Q3 		$87K Sell
153
-7
-4% -$4.07K ﹤0.01% 1471
2013
Q2 		$93K Buy
+160
New +$93.4K ﹤0.01% 1357

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WTM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its White Mountains Insurance (WTM) stake by 2.7% in Q4 2019, selling an estimated $14.2K and leaving 472 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Ladenburg Thalmann Financial Services first reported a position in WTM in Q2 2013 and has held it in 27 quarters since. The position peaked at $578K in Q1 2017. 253 funds tracked by Wall St. Rank hold WTM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 472 shares of White Mountains Insurance worth $528K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 13 White Mountains Insurance shares in Q4 2019, an estimated $14.2K.
  • White Mountains Insurance made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1771 holding.
  • Ladenburg Thalmann Financial Services first reported a position in White Mountains Insurance in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's White Mountains Insurance position peaked at $578K in Q1 2017.
  • 253 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.