Markston International’s White Mountains Insurance WTM Stock Holding History

Markston International’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
2021 Q4	$172K	Hold	170	–	–	0.17%	76
2021 Q3	$182K	Hold	170	–	–	0.17%	77
2021 Q2	$195K	Hold	170	–	–	0.12%	78
2021 Q1	$190K	Hold	170	–	–	0.02%	85
2020 Q4	$170K	Sell	170 -5	-3%	-$4.7K	0.02%	86
2020 Q3	$136K	Hold	175	–	–	0.02%	89
2020 Q2	$155K	Hold	175	–	–	0.02%	91
2020 Q1	$159K	Sell	175 -15	-8%	-$15.5K	0.02%	89
2019 Q4	$212K	Hold	190	–	–	0.02%	91
2019 Q3	$205K	Hold	190	–	–	0.02%	90
2019 Q2	$194K	Hold	190	–	–	0.02%	92
2019 Q1	$176K	Hold	190	–	–	0.02%	92
2018 Q4	$163K	Hold	190	–	–	0.02%	94
2018 Q3	$178K	Hold	190	–	–	0.02%	97
2018 Q2	$173K	Hold	190	–	–	0.02%	98
2018 Q1	$156K	Buy	190 +15	+9%	+$12.4K	0.02%	108
2017 Q4	$149K	Hold	175	–	–	0.02%	113
2017 Q3	$150K	Hold	175	–	–	0.02%	114
2017 Q2	$152K	Hold	175	–	–	0.01%	116
2017 Q1	$154K	Sell	175 -25	-13%	-$22.4K	0.02%	119
2016 Q4	$167K	Hold	200	–	–	0.02%	133
2016 Q3	$166K	Hold	200	–	–	0.02%	130
2016 Q2	$168K	Hold	200	–	–	0.02%	131
2016 Q1	$161K	Hold	200	–	–	0.02%	127
2015 Q4	$145K	Hold	200	–	–	0.01%	132
2015 Q3	$149K	Hold	200	–	–	0.01%	133
2015 Q2	$131K	Hold	200	–	–	0.01%	134
2015 Q1	$137K	Hold	200	–	–	0.01%	137
2014 Q4	$126K	Hold	200	–	–	0.01%	145
2014 Q3	$126K	Hold	200	–	–	0.01%	148
2014 Q2	$122K	Hold	200	–	–	0.01%	146
2014 Q1	$120K	Hold	200	–	–	0.01%	146
2013 Q4	$121K	Hold	200	–	–	0.01%	149
2013 Q3	$114K	Hold	200	–	–	0.01%	152
2013 Q2	$115K	Buy	+200	New	+$117K	0.01%	158

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

ACM

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

RRAM

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Markston International's WTM Position: Q4 2021 in Review

Markston International held its White Mountains Insurance (WTM) position steady in Q4 2021 at 170 shares worth $172K. The position accounts for 0.17% of the portfolio, ranked #76.

Markston International first reported a position in WTM in Q2 2013 and has held it in 35 quarters since. The position peaked at $212K in Q4 2019. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2021.

Markston International held 170 shares of White Mountains Insurance worth $172K as of Q4 2021.
Markston International left its White Mountains Insurance share count unchanged in Q4 2021.
White Mountains Insurance made up 0.17% of Markston International's portfolio in Q4 2021, its #76 holding.
Markston International first reported a position in White Mountains Insurance in Q2 2013 and has held it in 35 quarters since.
Markston International's White Mountains Insurance position peaked at $212K in Q4 2019.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2021.

Based on Markston International's 13F filing for Q4 2021, filed 21 Jan 2022.