Loring Wolcott & Coolidge Fiduciary Advisors’s White Mountains Insurance WTM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-4	Closed	-$4K	–	718
2019 Q4	$4K	Hold	4	–	–	﹤0.01%	622
2019 Q3	$4K	Hold	4	–	–	﹤0.01%	619
2019 Q2	$4K	Hold	4	–	–	﹤0.01%	633
2019 Q1	$4K	Hold	4	–	–	﹤0.01%	613
2018 Q4	$3K	Hold	4	–	–	﹤0.01%	619
2018 Q3	$4K	Hold	4	–	–	﹤0.01%	575
2018 Q2	$4K	Hold	4	–	–	﹤0.01%	591
2018 Q1	$3K	Hold	4	–	–	﹤0.01%	649
2017 Q4	$3K	Hold	4	–	–	﹤0.01%	630
2017 Q3	$3K	Buy	+4	New	+$3.44K	﹤0.01%	623

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

ACM

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

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's WTM Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of White Mountains Insurance (WTM) in Q1 2020, closing a stake of 4 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WTM in Q3 2017 and held it in 10 quarters. The position peaked at $4K in Q4 2019. 228 funds tracked by Wall St. Rank hold WTM as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining White Mountains Insurance position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4 White Mountains Insurance shares in Q1 2020, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in White Mountains Insurance in Q3 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's White Mountains Insurance position peaked at $4K in Q4 2019.
228 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.