QS Investors’s White Mountains Insurance WTM Stock Holding History

QS Investors’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
2021 Q2	$5.68M	Buy	4,947 +4,700	+1,903%	+$5.49M	0.07%	214
2021 Q1	$276K	Buy	247 +47	+24%	+$52.6K	﹤0.01%	1015
2020 Q4	$200K	Buy	+200	New	+$188K	﹤0.01%	1107
2020 Q3	–	Sell	-1,100	Closed	-$977K	–	1565
2020 Q2	$977K	Buy	+1,100	New	+$991K	0.01%	727
2017 Q2	–	Sell	-12	Closed	-$11K	–	2051
2017 Q1	$11K	Sell	12 -1,273	-99%	-$1.14M	﹤0.01%	1633
2016 Q4	$1.07M	Buy	+1,285	New	+$1.08M	0.01%	743
2013 Q3	–	Sell	-500	Closed	-$287K	–	668
2013 Q2	$287K	Buy	+500	New	+$292K	0.01%	589

Other funds holding WTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RRAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LCOV

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

QS Investors's WTM Position: Q2 2021 in Review

QS Investors increased its White Mountains Insurance (WTM) stake by 1,903% in Q2 2021, buying an estimated $5.49M and bringing the position to 4,947 shares worth $5.68M. The position accounts for 0.07% of the portfolio, ranked #214.

QS Investors first reported a position in WTM in Q2 2013 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold WTM as of Q2 2021.

QS Investors held 4,947 shares of White Mountains Insurance worth $5.68M as of Q2 2021.
QS Investors bought 4,700 White Mountains Insurance shares in Q2 2021, an estimated $5.49M.
White Mountains Insurance made up 0.07% of QS Investors's portfolio in Q2 2021, its #214 holding.
QS Investors first reported a position in White Mountains Insurance in Q2 2013 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.