Madison Avenue Partners’s White Mountains Insurance WTM Stock Holding History

Madison Avenue 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 Q3	–	Sell	-31,496	Closed	-$39.2M	–	22
2022 Q2	$39.2M	Buy	31,496 +21,496	+215%	+$25M	8.03%	4
2022 Q1	$11.4M	Buy	+10,000	New	+$10.5M	2.12%	12
2021 Q3	–	Sell	-20,745	Closed	-$23.8M	–	20
2021 Q2	$23.8M	Sell	20,745 -11,771	-36%	-$13.7M	7.11%	6
2021 Q1	$36.3M	Buy	+32,516	New	+$36.4M	11.11%	4

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RRAM

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

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

ACM

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

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

SAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Madison Avenue Partners's WTM Position: Q3 2022 in Review

Madison Avenue Partners sold out of White Mountains Insurance (WTM) in Q3 2022, closing a stake of 31,496 shares — an estimated $39.2M sold.

Madison Avenue Partners first reported a position in WTM in Q1 2021 and held it in 4 quarters. The position peaked at $39.2M in Q2 2022. 252 funds tracked by Wall St. Rank hold WTM as of Q3 2022.

Madison Avenue Partners reported no remaining White Mountains Insurance position as of Q3 2022 after selling out during the quarter.
Madison Avenue Partners sold 31,496 White Mountains Insurance shares in Q3 2022, an estimated $39.2M.
Madison Avenue Partners first reported a position in White Mountains Insurance in Q1 2021 and held it in 4 quarters.
Madison Avenue Partners's White Mountains Insurance position peaked at $39.2M in Q2 2022.
252 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2022.

Based on Madison Avenue Partners's 13F filing for Q3 2022, filed 14 Nov 2022.