LMR Partners’s White Mountains Insurance WTM Stock Holding History

LMR 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
2022 Q1	–	Sell	-1,230	Closed	-$1.25M	–	1362
2021 Q4	$1.25M	Buy	+1,230	New	+$1.3M	0.01%	626
2018 Q3	–	Sell	-558	Closed	-$506K	–	521
2018 Q2	$506K	Buy	+558	New	+$492K	0.03%	255
2014 Q2	–	Sell	-1,402	Closed	-$841K	–	576
2014 Q1	$841K	Buy	+1,402	New	+$818K	0.12%	88

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

LMR Partners's WTM Position: Q1 2022 in Review

LMR Partners sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 1,230 shares — an estimated $1.25M sold.

LMR Partners first reported a position in WTM in Q1 2014 and held it in 3 quarters. The position peaked at $1.25M in Q4 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

LMR Partners reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
LMR Partners sold 1,230 White Mountains Insurance shares in Q1 2022, an estimated $1.25M.
LMR Partners first reported a position in White Mountains Insurance in Q1 2014 and held it in 3 quarters.
LMR Partners's White Mountains Insurance position peaked at $1.25M in Q4 2021.
244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

Based on LMR Partners's 13F filing for Q1 2022, filed 16 May 2022.