PI
WTM icon

Placemark Investments’s White Mountains Insurance WTM Stock Holding History

Placemark Investments’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
2014
Q4 		$1.68M Sell
2,670
-81
-3% -$51.5K 0.03% 629
2014
Q3 		$1.73M Buy
2,751
+101
+4% +$63K 0.03% 606
2014
Q2 		$1.61M Buy
2,650
+66
+3% +$39.3K 0.03% 654
2014
Q1 		$1.55M Buy
2,584
+592
+30% +$345K 0.03% 627
2013
Q4 		$1.2M Buy
1,992
+168
+9% +$99K 0.02% 782
2013
Q3 		$1.04M Buy
1,824
+274
+18% +$159K 0.02% 790
2013
Q2 		$891K Buy
+1,550
New +$905K 0.02% 794

Other funds holding WTM

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Placemark Investments's WTM Position: Q4 2014 in Review

Placemark Investments reduced its White Mountains Insurance (WTM) stake by 2.9% in Q4 2014, selling an estimated $51.5K and leaving 2,670 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #629.

Placemark Investments first reported a position in WTM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2014. 183 funds tracked by Wall St. Rank hold WTM as of Q4 2014.

  • Placemark Investments held 2,670 shares of White Mountains Insurance worth $1.68M as of Q4 2014.
  • Placemark Investments sold 81 White Mountains Insurance shares in Q4 2014, an estimated $51.5K.
  • White Mountains Insurance made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #629 holding.
  • Placemark Investments first reported a position in White Mountains Insurance in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's White Mountains Insurance position peaked at $1.73M in Q3 2014.
  • 183 funds tracked by Wall St. Rank held White Mountains Insurance as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.