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	–	1535
2017 Q2	$228K	Buy	+263	New	+$228K	﹤0.01%	1206

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

LCOV

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

Marshall Wace North America's WTM Position: Q3 2021 in Review

Marshall Wace North America opened a new position in White Mountains Insurance (WTM) in Q3 2021: 326 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in WTM as recently as Q3 2020.

Marshall Wace North America first reported a position in WTM in Q2 2017 and has held it in 4 quarters since. The position peaked at $704K in Q3 2020. 231 funds tracked by Wall St. Rank hold WTM as of Q3 2021.

Marshall Wace North America held 326 shares of White Mountains Insurance worth $349K as of Q3 2021.
White Mountains Insurance was a new Marshall Wace North America position in Q3 2021.
White Mountains Insurance made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1207 holding.
Marshall Wace North America first reported a position in White Mountains Insurance in Q2 2017 and has held it in 4 quarters since.
Marshall Wace North America's White Mountains Insurance position peaked at $704K in Q3 2020.
231 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.