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Omnia Family Wealth’s White Mountains Insurance WTM Stock Holding History

Omnia Family Wealth’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
Q3 		– Sell
-3
Closed -$3K – 696
2017
Q2 		$3K Hold
3
– – ﹤0.01% 541
2017
Q1 		$3K Hold
3
– – ﹤0.01% 539
2016
Q4 		$3K Buy
+3
New +$2.51K ﹤0.01% 543

Other funds holding WTM

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T. Rowe Price Associates
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Omnia Family Wealth's WTM Position: Q3 2017 in Review

Omnia Family Wealth sold out of White Mountains Insurance (WTM) in Q3 2017, closing a stake of 3 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in WTM in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 193 funds tracked by Wall St. Rank hold WTM as of Q3 2017.

  • Omnia Family Wealth reported no remaining White Mountains Insurance position as of Q3 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 3 White Mountains Insurance shares in Q3 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in White Mountains Insurance in Q4 2016 and held it in 3 quarters.
  • Omnia Family Wealth's White Mountains Insurance position peaked at $3K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.