Numeric Investors’s White Mountains Insurance WTM Stock Holding History

Numeric Investors’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
2017 Q4	$4.24M	Buy	4,980 +2,000	+67%	+$1.75M	0.03%	459
2017 Q3	$2.55M	Buy	2,980 +2,600	+684%	+$2.24M	0.02%	553
2017 Q2	$330K	Sell	380 -570	-60%	-$495K	﹤0.01%	912
2017 Q1	$836K	Buy	+950	New	+$851K	0.01%	684
2016 Q4	–	Sell	-950	Closed	-$788K	–	1200
2016 Q3	$788K	Buy	950 +110	+13%	+$90.6K	0.01%	676
2016 Q2	$707K	Buy	+840	New	+$685K	0.01%	666
2014 Q3	–	Sell	-660	Closed	-$402K	–	946
2014 Q2	$402K	Sell	660 -150	-19%	-$89.3K	0.01%	612
2014 Q1	$486K	Buy	+810	New	+$473K	0.01%	595

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LCOV

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

FMI

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Numeric Investors's WTM Position: Q4 2017 in Review

Numeric Investors increased its White Mountains Insurance (WTM) stake by 67% in Q4 2017, buying an estimated $1.75M and bringing the position to 4,980 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #459.

Numeric Investors first reported a position in WTM in Q1 2014 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold WTM as of Q4 2017.

Numeric Investors held 4,980 shares of White Mountains Insurance worth $4.24M as of Q4 2017.
Numeric Investors bought 2,000 White Mountains Insurance shares in Q4 2017, an estimated $1.75M.
White Mountains Insurance made up 0.03% of Numeric Investors's portfolio in Q4 2017, its #459 holding.
Numeric Investors first reported a position in White Mountains Insurance in Q1 2014 and has held it in 8 quarters since.
214 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.