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OppenheimerFunds’s White Mountains Insurance WTM Stock Holding History

OppenheimerFunds’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
2019
Q1 		$616K Buy
666
+417
+167% +$378K ﹤0.01% 1285
2018
Q4 		$214K Buy
+249
New +$222K ﹤0.01% 1712

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

OppenheimerFunds's WTM Position: Q1 2019 in Review

OppenheimerFunds increased its White Mountains Insurance (WTM) stake by 167% in Q1 2019, buying an estimated $378K and bringing the position to 666 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

OppenheimerFunds first reported a position in WTM in Q4 2018 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold WTM as of Q1 2019.

  • OppenheimerFunds held 666 shares of White Mountains Insurance worth $616K as of Q1 2019.
  • OppenheimerFunds bought 417 White Mountains Insurance shares in Q1 2019, an estimated $378K.
  • White Mountains Insurance made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1285 holding.
  • OppenheimerFunds first reported a position in White Mountains Insurance in Q4 2018 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.