Monarch Partners Asset Management’s White Mountains Insurance WTM Stock Holding History

Monarch Partners Asset Management’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
2016 Q4	–	Sell	-9,328	Closed	-$7.74M	–	201
2016 Q3	$7.74M	Hold	9,328	–	–	0.73%	56
2016 Q2	$7.85M	Sell	9,328 -6,463	-41%	-$5.27M	0.79%	54
2016 Q1	$12.7M	Buy	15,791 +4,044	+34%	+$3.03M	1.31%	23
2015 Q4	$8.54M	Buy	11,747 +453	+4%	+$347K	0.89%	47
2015 Q3	$8.44M	Buy	+11,294	New	+$8.13M	1.03%	41

Other funds holding WTM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LCOV

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

BIT

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Monarch Partners Asset Management's WTM Position: Q4 2016 in Review

Monarch Partners Asset Management sold out of White Mountains Insurance (WTM) in Q4 2016, closing a stake of 9,328 shares — an estimated $7.74M sold.

Monarch Partners Asset Management first reported a position in WTM in Q3 2015 and held it in 5 quarters. The position peaked at $12.7M in Q1 2016. 203 funds tracked by Wall St. Rank hold WTM as of Q4 2016.

Monarch Partners Asset Management reported no remaining White Mountains Insurance position as of Q4 2016 after selling out during the quarter.
Monarch Partners Asset Management sold 9,328 White Mountains Insurance shares in Q4 2016, an estimated $7.74M.
Monarch Partners Asset Management first reported a position in White Mountains Insurance in Q3 2015 and held it in 5 quarters.
Monarch Partners Asset Management's White Mountains Insurance position peaked at $12.7M in Q1 2016.
203 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2016.

Based on Monarch Partners Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.