MWNA
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Marshall Wace North America’s White Mountains Insurance WTM Stock Holding History

Marshall Wace North America’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
Q3 		$349K Buy
+326
New +$364K ﹤0.01% 1207
2020
Q4 		– Sell
-904
Closed -$704K – 1620
2020
Q3 		$704K Buy
+904
New +$782K ﹤0.01% 892
2019
Q1 		– Sell
-74
Closed -$63K – 1950
2018
Q4 		$63K Buy
+74
New +$66K ﹤0.01% 1195
2017
Q3 		– Sell
-263
Closed -$228K – 1536
2017
Q2 		$228K Buy
+263
New +$228K ﹤0.01% 1206

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ACM
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return