McQueen Ball & Associates’s White Mountains Insurance WTM Stock Holding History

McQueen Ball & Associates’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
2018 Q4	$2.88M	Hold	3,361	–	–	1.85%	14
2018 Q3	$3.15M	Hold	3,361	–	–	1.78%	13
2018 Q2	$3.05M	Sell	3,361 -23	-0.7%	-$20.3K	1.84%	12
2018 Q1	$2.78M	Sell	3,384 -7	-0.2%	-$5.78K	1.7%	15
2017 Q4	$2.89M	Sell	3,391 -490	-13%	-$428K	1.73%	12
2017 Q3	$3.33M	Hold	3,881	–	–	2.13%	7
2017 Q2	$3.37M	Hold	3,881	–	–	2.22%	7
2017 Q1	$3.42K	Sell	3,881 -28	-0.7%	-$25.1K	1.87%	6
2016 Q4	$3.27M	Hold	3,909	–	–	2.18%	6
2016 Q3	$3.24M	Hold	3,909	–	–	2.21%	5
2016 Q2	$3.29M	Sell	3,909 -28	-0.7%	-$22.8K	2.33%	6
2016 Q1	$3.16M	Buy	+3,937	New	+$2.95M	2.33%	5

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

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ACM

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

WCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McQueen Ball & Associates's WTM Position: Q4 2018 in Review

McQueen Ball & Associates held its White Mountains Insurance (WTM) position steady in Q4 2018 at 3,361 shares worth $2.88M. The position accounts for 1.85% of the portfolio, ranked #14.

McQueen Ball & Associates first reported a position in WTM in Q1 2016 and has held it in 12 quarters since. The position peaked at $3.37M in Q2 2017. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

McQueen Ball & Associates held 3,361 shares of White Mountains Insurance worth $2.88M as of Q4 2018.
McQueen Ball & Associates left its White Mountains Insurance share count unchanged in Q4 2018.
White Mountains Insurance made up 1.85% of McQueen Ball & Associates's portfolio in Q4 2018, its #14 holding.
McQueen Ball & Associates first reported a position in White Mountains Insurance in Q1 2016 and has held it in 12 quarters since.
McQueen Ball & Associates's White Mountains Insurance position peaked at $3.37M in Q2 2017.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on McQueen Ball & Associates's 13F filing for Q4 2018, filed 3 Jan 2019.