NFC Investments’s White Mountains Insurance WTM Stock Holding History

NFC Investments’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	–	Sell	-1,403	Closed	-$1.31M	–	43
2018 Q3	$1.31M	Hold	1,403	–	–	0.42%	31
2018 Q2	$1.27M	Hold	1,403	–	–	0.47%	28
2018 Q1	$1.15M	Hold	1,403	–	–	0.41%	30
2017 Q4	$1.19M	Hold	1,403	–	–	0.4%	29
2017 Q3	$1.2M	Hold	1,403	–	–	0.41%	29
2017 Q2	$1.22M	Hold	1,403	–	–	0.43%	30
2017 Q1	$1.23M	Hold	1,403	–	–	0.47%	28
2016 Q4	$1.17M	Hold	1,403	–	–	0.45%	30
2016 Q3	$1.16M	Hold	1,403	–	–	0.52%	29
2016 Q2	$1.18M	Hold	1,403	–	–	0.56%	29
2016 Q1	$1.13M	Hold	1,403	–	–	0.55%	30
2015 Q4	$1.02M	Hold	1,403	–	–	0.5%	29
2015 Q3	$1.05M	Hold	1,403	–	–	0.5%	28
2015 Q2	$919K	Hold	1,403	–	–	0.4%	30
2015 Q1	$960	Hold	1,403	–	–	0.06%	29
2014 Q4	$884K	Hold	1,403	–	–	0.38%	30
2014 Q3	$884K	Hold	1,403	–	–	0.39%	29
2014 Q2	$854K	Hold	1,403	–	–	0.42%	29
2014 Q1	$842K	Hold	1,403	–	–	0.42%	29
2013 Q4	$846K	Buy	1,403 +3	+0.2%	+$1.77K	0.44%	27
2013 Q3	$795K	Hold	1,400	–	–	0.43%	28
2013 Q2	$805K	Buy	+1,400	New	+$817K	0.48%	27

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

NFC Investments's WTM Position: Q4 2018 in Review

NFC Investments sold out of White Mountains Insurance (WTM) in Q4 2018, closing a stake of 1,403 shares — an estimated $1.31M sold.

NFC Investments first reported a position in WTM in Q2 2013 and held it in 22 quarters. The position peaked at $1.31M in Q3 2018. 243 funds tracked by Wall St. Rank hold WTM as of Q4 2018.

NFC Investments reported no remaining White Mountains Insurance position as of Q4 2018 after selling out during the quarter.
NFC Investments sold 1,403 White Mountains Insurance shares in Q4 2018, an estimated $1.31M.
NFC Investments first reported a position in White Mountains Insurance in Q2 2013 and held it in 22 quarters.
NFC Investments's White Mountains Insurance position peaked at $1.31M in Q3 2018.
243 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2018.

Based on NFC Investments's 13F filing for Q4 2018, filed 12 Feb 2019.