Oxford Asset Management’s White Mountains Insurance WTM Stock Holding History

Oxford Asset Management’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 Q1	–	Sell	-399	Closed	-$339K	–	1920
2017 Q4	$339K	Buy	+399	New	+$349K	0.01%	1305
2014 Q1	–	Sell	-13,071	Closed	-$7.88M	–	786
2013 Q4	$7.88M	Sell	13,071 -5,995	-31%	-$3.53M	0.2%	155
2013 Q3	$10.8M	Sell	19,066 -3,514	-16%	-$2.04M	0.24%	90
2013 Q2	$13M	Buy	+22,580	New	+$13.2M	0.35%	52

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

FMI

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

LCOV

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

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

Oxford Asset Management's WTM Position: Q1 2018 in Review

Oxford Asset Management sold out of White Mountains Insurance (WTM) in Q1 2018, closing a stake of 399 shares — an estimated $339K sold.

Oxford Asset Management first reported a position in WTM in Q2 2013 and held it in 4 quarters. The position peaked at $13M in Q2 2013. 232 funds tracked by Wall St. Rank hold WTM as of Q1 2018.

Oxford Asset Management reported no remaining White Mountains Insurance position as of Q1 2018 after selling out during the quarter.
Oxford Asset Management sold 399 White Mountains Insurance shares in Q1 2018, an estimated $339K.
Oxford Asset Management first reported a position in White Mountains Insurance in Q2 2013 and held it in 4 quarters.
Oxford Asset Management's White Mountains Insurance position peaked at $13M in Q2 2013.
232 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2018.

Based on Oxford Asset Management's 13F filing for Q1 2018, filed 15 May 2018.