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Machina Capital’s White Mountains Insurance WTM Stock Holding History

Machina Capital’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 		– Sell
-310
Closed -$335K – 445
2019
Q3 		$335K Buy
310
+104
+50% +$111K 0.15% 205
2019
Q2 		$210K Buy
+206
New +$198K 0.08% 266

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

Machina Capital's WTM Position: Q4 2019 in Review

Machina Capital sold out of White Mountains Insurance (WTM) in Q4 2019, closing a stake of 310 shares — an estimated $335K sold.

Machina Capital first reported a position in WTM in Q2 2019 and held it in 2 quarters. The position peaked at $335K in Q3 2019. 253 funds tracked by Wall St. Rank hold WTM as of Q4 2019.

  • Machina Capital reported no remaining White Mountains Insurance position as of Q4 2019 after selling out during the quarter.
  • Machina Capital sold 310 White Mountains Insurance shares in Q4 2019, an estimated $335K.
  • Machina Capital first reported a position in White Mountains Insurance in Q2 2019 and held it in 2 quarters.
  • Machina Capital's White Mountains Insurance position peaked at $335K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2019.

Based on Machina Capital's 13F filing for Q4 2019, filed 7 Feb 2020.