Managed Account Advisors’s White Mountains Insurance WTM Stock Holding History

Managed Account 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
2015 Q2	$32.9M	Buy	50,244 +2,661	+6%	+$1.77M	0.03%	539
2015 Q1	$32.6M	Buy	47,583 +3,539	+8%	+$2.33M	0.03%	531
2014 Q4	$27.8M	Buy	44,044 +110	+0.3%	+$70K	0.03%	569
2014 Q3	$27.7M	Buy	43,934 +1,675	+4%	+$1.05M	0.03%	559
2014 Q2	$25.7M	Buy	42,259 +610	+1%	+$363K	0.03%	576
2014 Q1	$25M	Buy	41,649 +1,728	+4%	+$1.01M	0.03%	574
2013 Q4	$24.1M	Buy	39,921 +3,031	+8%	+$1.79M	0.03%	577
2013 Q3	$20.9M	Buy	36,890 +4,108	+13%	+$2.39M	0.03%	598
2013 Q2	$18.8M	Buy	+32,782	New	+$19.1M	0.03%	590

Other funds holding WTM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Managed Account Advisors's WTM Position: Q2 2015 in Review

Managed Account Advisors increased its White Mountains Insurance (WTM) stake by 5.6% in Q2 2015, buying an estimated $1.77M and bringing the position to 50,244 shares worth $32.9M. The position accounts for 0.03% of the portfolio, ranked #539.

Managed Account Advisors first reported a position in WTM in Q2 2013 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold WTM as of Q2 2015.

Managed Account Advisors held 50,244 shares of White Mountains Insurance worth $32.9M as of Q2 2015.
Managed Account Advisors bought 2,661 White Mountains Insurance shares in Q2 2015, an estimated $1.77M.
White Mountains Insurance made up 0.03% of Managed Account Advisors's portfolio in Q2 2015, its #539 holding.
Managed Account Advisors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.