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O'Shares Investment Advisers’s White Mountains Insurance WTM Stock Holding History

O'Shares Investment Advisers’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
2020
Q3 		– Sell
-492
Closed -$437K – 345
2020
Q2 		$437K Buy
+492
New +$443K 0.05% 212

Other funds holding WTM

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

O'Shares Investment Advisers's WTM Position: Q3 2020 in Review

O'Shares Investment Advisers sold out of White Mountains Insurance (WTM) in Q3 2020, closing a stake of 492 shares — an estimated $437K sold.

O'Shares Investment Advisers first reported a position in WTM in Q2 2020 and held it in 1 quarter. The position peaked at $437K in Q2 2020. 223 funds tracked by Wall St. Rank hold WTM as of Q3 2020.

  • O'Shares Investment Advisers reported no remaining White Mountains Insurance position as of Q3 2020 after selling out during the quarter.
  • O'Shares Investment Advisers sold 492 White Mountains Insurance shares in Q3 2020, an estimated $437K.
  • O'Shares Investment Advisers first reported a position in White Mountains Insurance in Q2 2020 and held it in 1 quarter.
  • O'Shares Investment Advisers's White Mountains Insurance position peaked at $437K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held White Mountains Insurance as of Q3 2020.

Based on O'Shares Investment Advisers's 13F filing for Q3 2020, filed 12 Nov 2020.